Overview
Expense Settings enable administrators to define rules for how team members log operational expenses, enforce receipt attachments, and set approval thresholds.
Screenshot: Expense Rules & Preferences Configuration
Configurable Options
- Expense Categories: Create custom expense types (e.g. Raw Materials, Subcontractor Labor, Equipment Rentals, Fuel & Transportation, Site Catering).
- Mandatory Receipt Uploads: Enforce a rule requiring users to attach digital receipts or invoice photos for expenses above a specified dollar amount.
- Auto-Approval Threshold: Automatically approve low-value routine expenses below a set limit without requiring manager intervention.
- Default Tax Rates: Preconfigure default tax percentages (e.g. VAT / Sales Tax) applied when logging material purchases.
How to Configure Expense Rules
1
Open Expense Settings
Navigate to Workspace Settings -> Expense Rules.
2
Add Categories or Set Thresholds
Click + Add Expense Category or enter maximum auto-approval values.
3
Save Preferences
Click Save Expense Rules.