Overview
The Preferences tab contains system-wide settings that control claim behaviour, field visibility, auto-deletion rules, and PDF report branding.
Fields Customisation
You can control which optional fields appear on expense claims and reports, and mark them as mandatory:
| Field | Applies To | Notes |
| Description | Expense Claims | Free-text description of the expense |
| Tax | Expense Claims | Tax rate selector; tax rates are configured in the Taxes tab |
| Reference # | Expense Claims | Optional reference number for the claim |
| Projects | Expense Claims | Link claim to a project; projects configured in the Projects tab |
| Location | Expense Claims | Location where the expense was incurred |
| Merchant | Expense Claims | Name of the merchant or vendor |
| Business Purpose | Reports | Purpose of the expense report |
To make a field mandatory, click the edit icon next to the field and set Mandatory For to the appropriate form.
Other Preferences
| Setting | Description |
| Allow Approving Officer to edit claims | Enables approvers to modify claim amounts or details before approving |
| Bulk Claims | Enables the Bulk Claims tab under Expenses, allowing employees to submit multiple claims at once in a spreadsheet-style view |
| Approval Email anti-auto-approval | Shows an approval confirmation screen when email scanning software is in use, preventing accidental auto-approvals |
| Restrict Claim Submission | Prevents employees from submitting claims dated earlier than N days before the current date |
| Auto-deletion of Unsubmitted Claims/Reports | Automatically deletes claims or reports that remain unsubmitted for more than N days |
| Company Logo on PDF Reports | Upload your company logo (JPEG, JPG, GIF, PNG, BMP; max 200 Ă— 100 px) to appear on exported PDF reports |