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)
- Configure expenses forms (regular, per diem & mileage)
Corporate Card Management (Admins / Finance)
- What are Factorial Cards?
- How to request, issue and assign Factorial Cards
- Set up limits and restrictions
- Automatic transaction linking
- Factorial Cards: Common Questions and Quick Solutions
For Employees: Submit Expenses
- How to create an expense from the web or mobile app
- Card expenses vs. manual expenses
- Attach Receipts and Documentation
- What expense statuses and alerts mean
- Common FAQs for Employees: Expenses and Card Issues
Common Issues and Support
- Duplicate expenses
- Expenses without receipts
- Expenses with incorrect amounts
- Expenses mistakenly rejected
- Missing card transactions
- Currency conversion issues
- Expenses stuck in pending / not moving forward
- Receipt upload problems
- Difference Between Expenses and Treasury