System Settings
Relevant to the 
Expenses Administrators role.
Accessed via: 
> System Settings
|
1 - This option is only available in the Essentials and Plus editions. 2 - This option is only available in the Plus edition. |
Access to system settings are restricted to users that have been assigned the Expenses Administrators role and this feature is not available via the Zetadocs Expenses mobile app.
Once in the system settings you can always navigate back home by choosing the Zetadocs Expenses icon at the top left.
Regional Settings
Setting |
Details |
|
|---|---|---|
Time Zone |
Set these to your local time. |
|
Region |
Set this to the country you reside in. This will determine which language is used for system generated emails.
The following languages are currently supported;- oDanish oDutch oEnglish oFrench oGerman oSpanish oSwedish |
|
Home Currency |
Your home currency can’t be reconfigured once set. Home currency is used as the basis of conversion for all international travel expenses by setting your home currency to 1.000 on the Manage Currencies page. |
|
Distance Units |
Distance units to be used when recording vehicle travel expenses. |
|
Sales Tax Display Name |
The name of the sales tax as it is to be displayed to the submitter in the mobile app. |
|
Allow Reclaim of Sales Tax |
Yes - Allow users to claim tax on expenses. No - Do NOT allow users to claim tax on expenses. |
Expense Approval
Setting |
Details |
|
|---|---|---|
Individual Expense Approval |
Optional - allow approval of expense reports even if they contain unapproved expenses. Required 1 - individual expenses have to be approved before expense reports can be approved. Above Batch Approval Limit1 - if the expense report is above the {Above Batch Approval} then you have to approve the individual expenses. |
|
Batch Approval Limit1 |
Based on {Individual Expense Approval} setting above
|
User Experience
Setting |
Details |
|---|---|
New User Experience |
Enabled - Enhances the process for managing payment card expenses, making it more usable and efficient. These changes include: oA simpler and more intuitive process for Submitters to follow when creating their payment card expenses – by enabling them to attach payment card expenses to an Expense Report in exactly the same way as they would do for other reimbursable expenses. The complexity of having different ways of submitting expenses for different payment methods is removed. oSubmitters are provided with a separate view showing all their card payments – which they can then match to a new or existing expense without needing to input all the payment information. oAll payment card expenses must be matched to a card payment before it can be submitted for approval. This makes the card statement reconciliation process much more efficient as the vast majority of card payments are justified by the submitter. The finance team only needs to review the few exceptions where payments have not been justified (i.e. matched to an approved expense). oThe Payment Card Report is always owned by the Processor in the finance team – which will typically be used for reconciliation purposes only. Cardholders no longer need to be aware of the Payment Card Report, since they are able to add both their corporate payment card and cash expenses on to the same Expense Report in the same way and submit for approval. |
Account Information
Setting |
Details |
|---|---|
Product |
This identifies the product you are registered to use;- oExpress Edition oEssentials Edition oPlus Edition |
Account Name Account ID |
Your Account Name and unique Account ID |
