Default expense report settings

Last updated on Mar 09, 2021


Each expense report has a number of settings that determine what additional information can be included, and the data template of the PDF report.

If you're an admin user you can set the default settings for new expense reports.

Setting the default template

Navigate to Account Admin > Preferences, and under the Default Expense Report Template section, toggle the settings and click the green Save Changes button at the bottom of the form.

Default expense report settings

Any new expense reports will be created with these setting values pre-set.

Expense report settings