Accounting Settings
Use Accounting settings to customize bookkeeping fields for your account, including the titles used for custom fields like Department and Label.
Prerequisites
Confirm you have the correct role before you start.
You must be an admin on the account to access Accounting settings.
Access Accounting Settings
Navigate to Accounting settings from the main menu.
| 1. | In your account, select Settings in the upper-left corner. |
| 2. | Scroll to Accounting under Custom Field Labels. |
| 3. | Select Edit. |
Update Custom Field Labels
Rename the fields to match your organization’s accounting terminology. Both custom field options help organize your account. You can use each custom field as a filter when viewing cards, transactions, or people.
People Field Label
This label applies to people records in your account.
Update the field name used for people in your account, such as Department.
Cards And Transactions Field Label
This label applies to cards and transaction records in your account.
Update the field name used for cards and transactions, such as Company Code.
Set Receipt Submission Timing
Define how long account members have to submit receipts.
In the Tasks section, enter a time frame (number of days) for members of your account to submit receipts. For example, if receipts are due within 30 days, members should submit a receipt for any transaction within 30 days of the charge.