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 to set up Expense control?
In the Expense control tool, you’ll find the Configuration view. From there, you can configure both Categories and Payment methods to make your accounting easier.
Categories
You’ll have access to all default expense categories: Accommodation, Materials, Restaurants, etc., and you can also add custom categories to fit your company’s needs.
Here, you can configure the accounting account code for each category, as well as the classification code. This makes importing this information into your accounting system even simpler.
Payment methods
You can also assign an account code to each payment method to make importing into your accounting system faster and more efficient. Plus, you can customize payment methods according to your needs.
When adding an expense in the Category or Payment methods dropdown, you’ll see both the default and custom options available.
Reimbursements
If an employee pays for something out of pocket and expects reimbursement, you can enter the code of their accounting account in the Paid by employee field.
For Personal expenses and Reimbursements sent, add the account code in the Reimbursement account field.
If you use the same code for both, simply enter this value in both fields.
Milage
You can also set a specific price per kilometer, which will be reimbursed to the employee for fuel expenses.
Taxes
To make taxes appear in the tax selector when adding an expense breakdown, you’ll need to configure them here.
Just add the tax name, percentage, and tax code.
Validators
In this section, you can enable company validators. When enabled, you can assign any employee in the company as a validator. If you prefer to keep it disabled, only general roles and expense managers will be able to validate expenses.