Overview
As an Org Owner or Admin, you can manage your company’s org settings, which include Expense Categories, Automation, Approvals, and Org Info. To manage your Org Settings hover over the Settings with the gear icon in the bottom left profile and selecting Organization Settings from the menu.
Expense Categories
Expense categories enable your users in your org to tag virtual cards and transactions with corresponding accounting codes.
To learn more, see our article on Creating and managing expense categories
Departments
Under Departments, you can create Departments for your Organization. Once a department is created, you will be able to add members to it.
A user's department will be labeled on the Organization Members list view under People, as well as within a user's individual User Detail Flyout.
Business Rules
From Business Rules, you can set Receipt Rules to manage receipt attachment compliance and Out-of-Pocket Expense approvers to manage reimbursement submissions. To learn more see our articles on Creating and updating receipt rules, Submitting an out-of-pocket expense report, and Approving an out-of-pocket expense report.
Organization info
View your current org members, invite more to join, and edit your org’s name and industry from the “Organization Info” tab. To learn more see, Invite your team.