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Company settings
Company settings

Resources for administrators and owners to manage users, departments, settings, or billing.

Salil Menon avatarTanya Singh avatar
By Salil and 1 other2 authors29 articles
Custom fields
Sign up mode
Invite or add new members
Default reporting currency
Create groups
Create cost centres
Transfer primary ownership
Remove a member from the company
Admin notifications
Billing

Travel


Travel policy
Trip approvals
Tags
Payment methods (company)

Expenses


Expense policy
Expense approvals
Two-step approval process
Expense categories
Tax tracking for expenses
Mileage tracking
Recording reimbursements
Xero configurations
Export options
Custom CSV template

Integrations


QuickBooks Online integration
Troubleshooting guide (Xero)
International SOS Integration
Xero integration
Troubleshooting guide (Quickbooks Online)
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