Expense control
- Can I use the Expense control tool without activating virtual cards?
- Can I limit the use of my employees’ cards? Can I do it by categories?
- Can I add multiple comments to an expense?
- Can I make payments in a currency other than euros with Expense control?
- What conversion is applied when making a payment in a currency other than euros?
- What roles exist in Expense control?
- Is it possible to use Expense control without having to load funds into the associated account?
- Is it possible to block a card if it is lost or stolen in Sesame’s Expense control?
- Grant access to Expense control
- Is it possible to use the cards on websites to make purchases?
- Can I reassign 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 general roles only?
- What information is shown in the Summary section?
- Do I need to verify my identity to access Expense and Card management? How do I do it?
- How can I export my expenses?
- How can I manage a reimbursement?
- How can I assign users to Expense control?
- How can I assign a card to a user?
- Where are the expense notes stored?
- How does Expense control work?
- How can I break down an expense?
- How can I send expenses to the Export queue?
- How to set up Expense control?
- How do limits and periods work when assigning a card to an employee?
- What are company validators and how can I configure them?
- How can I download the report and expense receipts?
- I’ve been assigned as a company validator, how can I view the expenses I need to validate?
- How can I view the ticket of an already-exported expense?
- Can I export expenses that are still pending approval?
- Can I set approval levels for the expenses submitted by my team?
- How can I create approval teams and who are they made up of?
How can I manage a reimbursement?
In the Reimbursement section, you’ll see two types of employee expenses:
- Personal expenses: expenses that employees must reimburse to the company.
- Business expenses paid out-of-pocket: expenses advanced by employees that the company must reimburse.
You can choose which expenses to resolve and indicate how they have been settled.
- When an employee’s expense appears negative, it means the user made a personal expense and owes money to the company.
- To manage it, click on the expense. You won’t see fields like Company name, Category, or Payment method, since it is marked as a Personal expense.
- To manage it, click on the expense. You won’t see fields like Company name, Category, or Payment method, since it is marked as a Personal expense.
- When an employee’s expense appears positive, it means the employee paid a business expense out of pocket.
- To resolve it, select the pending reimbursement expenses, choose the payment method, and click Resolve.