Clients are able to create customized expense categories for their EOR employees and contractors.
This can help you better categorize expenses for accounting purposes, and you can limit the amount a contractor should submit in an expense request.
✅ Step 1 – Select the Organization Settings tab on your home page, and then click View under the General section
✅ Step 2 – On the Adjustment Settings window, click Add for Custom adjustment settings
✅ Step 3 – Name your Expense Category and Expense Limit
You may choose to require receipt documentation for expense submissions.
Note: If the recurring submissions toggle is activated you can't also require receipt proof.
✅ Step 4 – Click Add
You can add multiple expense categories if you wish.
Your customized categories will appear in reports, approvals, and invoices