Employees often asked finance managers about account categories or entered them incorrectly because they weren't familiar with them.
Now, reduce confusion during receipt submission with user-friendly expense purposes, and improve work efficiency by reducing expense review time!
Setting Up Expense Purposes
Go to [Expense Management] → [Settings] → [Purpose Settings] → Click [Add Purpose] at the top right.
Add purposes that employees can select when submitting receipts.
Purpose Name: Enter the purpose name that will be shown to employees.
Purpose Description: A description field for admins when configuring purposes. This is not shared with employees.
(Coming soon)Account Category: You can set account categories for each purpose. For future accounting or ERP integration, you can download the purpose-to-account mapping as Excel.