Module Setup (Admins / HR / Finance)
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Create and Edit Expense Policies
Expense policies define the limits, categories, and conditions under which employees can submit expenses. They are essential for: Ensuring...
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Set up approval flows for expenses
Approval flows define who needs to review and approve submitted expenses before they are processed. These flows can be...
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Assign Roles and Permissions for Expenses
Roles and permissions in the Expenses module determine what each employee can do, from submitting their own expenses to...
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Assign budgets by team, person, or cost center
What are budgets? Budgets define a maximum amount of money that can be spent by a specific group of...
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Configure currencies and taxes
By configuring currencies and taxes properly, you ensure accurate reporting, correct reimbursement flows, and compliance with your company’s accounting...
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Set up expense categories
Categories ensure that expenses are organized consistently and aligned with your company’s accounting setup. This improves accuracy in reporting,...
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Set up automatic notifications for expenses
Automatic notifications in Factorial help you keep employees, managers, and finance teams updated about expense submissions and approvals. As...
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Configure rates (per diem & mileage)
Factorial allows you to configure per diem allowances and mileage reimbursements so employees are automatically reimbursed according to your...
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Configure expenses forms (regular, per diem & mileage)
Why configure the expense form? By adjusting the Expense form settings, admins and finance teams ensure employees submit expenses...