Expense control
- Can I use Expense Control without activating virtual cards?
- Can I limit the use of my employees' cards? Can I do this depending on the category?
- Can comments be made on expenses?
- Is it possible to pay with non-euro currencies?
- If you make a payment in a non-euro currency: which conversion is applied?
- Which roles are involved in Expense control?
- Is it possible to use Expense Control without having to deposit a balance on the associated account?
- Can a card be blocked if it is lost or stolen?
- Grant access for expense control
- Can Sesame cards be used to pay on websites?
- Can I re-assign cards or users to other employees?
- Do my employees have access to information about available funds when making expenses, or is this information reserved for higher roles only?
- What information is displayed in the Summary section?
- I need to verify my identity to access Card and Expense Management, how do I do this?
- How can I export my expenses?
- How can I manage reimbursements?
- How to assign users in Expense Control?
- How can I assign a card to a user?
- Where are the expense notes stored?
- How does Expense Control work?
- How to break down an expense?
- How to send your expenses to the Export Queue?
- How to set up Expense Control?
How to set up Expense Control?
From the Inbox section, you can access Configuration, where you can make use of both Categories and Payment Methods to streamline your accounting.
Categories
You will have access to all default expense categories: Accommodation, Materials, Restaurants, etc., and you can add custom categories to suit your needs.
From here, you can configure the accounting account code for each category, as well as the classification code. This will make importing this information into your accounting system even easier.
Payment Methods
You can also assign an account code to each payment method, making the import to your accounting system much more efficient. You can also customise the Payment Methods based on your needs.
When you add an expense, the dropdown menu for Category or Payment Method will show both default and custom options.
Reimbursements
If an employee has paid for something out of pocket and is expecting reimbursement, you can enter their accounting account code in the paid by employee field.
For Personal Expenses and Reimbursements Sent, enter the account code in the Reimbursement Account field.
If you're using the same code for both, you can enter this value in both fields.
Milage
You can also set a specific reimbursement rate per kilometre for employees’ fuel expenses.
Taxes
To have taxes appear in the tax selector in the Expense Breakdown, you’ll need to configure them here.
Simply enter the Tax Name, Percentage, and Tax Code.