The Expense Configuration section is the foundation of how the entire Expense module behaves in JustLogin. The settings you choose here control everything from submission requirements to category rules and tax options. To help you get set up correctly, we've prepared a three-part training video series that walks through every tab in the Expense Configuration page.
Important Note We recommend watching all three parts before completing your configuration, as the settings in each section affect how the module works for your employees. |
Part 1: Expense Configuration — Categories
This video focuses on setting up the expense categories that your employees will use when submitting claims. Well-configured categories ensure claims are routed and validated correctly.
- Create a new category. Learn how to add a category from scratch and define its basic properties.
- Edit an existing category. Update the name, description, or settings of categories you've already created.
- Configure category-level requirements. Set specific rules and requirements within each individual category to control how claims are submitted under it.
Part 2: Expense Configuration — Currencies and Preferences
This video walks through currency options and the broader preferences that shape your employees' claims submission experience.
- Currency settings. Choose which currencies are allowed for expense claims and configure their behaviour.
- Submission requirements. Define what information employees must provide when submitting a claim.
- Custom fields. Select which additional fields you want employees to fill in on the claims page.
- Additional preferences. Review and configure other settings that affect how the claims page looks and functions.
Part 3: Expense Configuration — Transport, Taxes, and Projects
This video covers the remaining configuration areas, helping you handle transport claims, tax records, and project-based expense tracking.
- Transport claims setup. Configure transport as a separate claim type, distinct from regular expense claims.
- Mileage rates. Set the mileage rates that will be used to calculate transport reimbursements.
- Tax configuration. Add all applicable taxes that can be associated with expense claims.
- Projects. Create and manage projects within the Expense module so that expenses can be tracked and reported on a per-project basis.