Set up your workspace before the first expense

1. Set up the people and reviewer route

1. Sign in as a workspace administrator and open Admin → Users.
2. Create or review the employee, approver and finance accounts needed for your workflow. Give each person their own account.
3. Open Expense configuration and review the default approver. Check individual reviewer assignments in user management where applicable.
4. Confirm that reviewers are active and that the route does not require an employee to approve their own submission.

2. Configure payment methods and currencies

1. In Expense configuration, review Payment methods and enable the methods employees actually use.
2. Review Currencies and enable the currencies your workspace accepts. Confirm the Default currency under Organization & workflow.
3. Review expense categories and add organization-specific entries where needed. Vehicles are optional and should reflect actual usage.
4. Save changes, then confirm that the required choices appear when an employee opens manual expense entry.

3. Check usage and notifications

Employees and approvers use employee seats. Administrators and finance users are excluded from those seats; Basic also has separate administrator and finance limits.

Review the AI receipts allowance and notification settings shown in Expense configuration. AI availability does not remove the need to verify receipt details.

Amounts remain in the submitted currency. Selecting a currency does not perform automatic foreign-exchange conversion.

4. Walk through one example

1. Use a clearly identified non-sensitive example and your organization's testing procedure; avoid creating a real reimbursement claim merely to test the workflow.
2. Confirm the employee can select a payment method and currency, attach supporting evidence and submit.
3. Confirm the assigned reviewer can find the request and finance can access it at the appropriate stage.
4. If payment methods or currencies are missing, return to configuration. If a reviewer cannot see the request, verify the signed-in workspace, account role and assignment.