Spending
Introduction to Expenses
- What is Expenses in Factorial?
- Benefits for Employees, Approvers, and Finance
- Spending: Glossary of key terms
Module Setup (Admins / HR / Finance)
- Create and Edit Expense Policies
- Set up approval flows for expenses
- Assign Roles and Permissions for Expenses
- Assign budgets by team, person, or cost center
- Configure currencies and taxes
- Set up expense categories
- Set up automatic notifications for expenses
- Configure rates (per diem & mileage)
Expenses management
- About expenses
- How to manage expenses
- How to approve or reject an expense?
- About the expense form settings
- FAQ about Expenses management
- How to connect Expenses to Projects and Subprojects
- About smart rules for auto-approving expenses
- About grouped expenses
- How to set up accounting accounts for expenses
- How to Request Changes to an Expense Submission