The accounting settings offer options to customize bookkeeping.
Click the Edit button to view options for custom fields and tasks.
Find these options for custom fields related to field names:
- Field name for the people that belong to your account, i.e., Department
- Field name for cards and transactions, i.e., Company Code
Both custom field options are used to organize your account. Find each custom field as a filterable option when viewing cards, transactions, or people.
Enter in a timeframe or amount of days to the Tasks section for members of your account to submit receipts. For example, receipts are due within 30 days means members should submit a receipt for any transactions within 30 days of the charge.