Set a dollar threshold so card expenses and reimbursements under that amount skip the tax invoice requirement, while transactions at or above it still need one.
Before you start
- This feature is available on the Premium and Enterprise plans; it isn't available on Basic.
Steps
- Go to Account settings.
- Open the Expense fields tab. The Tax Invoices panel appears near the top of that page, so there's no separate click needed to reach it.
- In the Tax Invoices panel, set Tax invoice requirement to Mandatory for Budget card transactions, Subscription card transactions, and/or Reimbursements. The dollar threshold only applies to a payment type once it's set to Mandatory.
- Accounts Payable (bill) transactions aren't included here. They only offer Mandatory/Optional tax invoice settings, with no threshold option.
- Click the edit (pencil) icon next to "greater than or equal to $0.00" for that payment type.
- Enter the amount you want, for example $82.50. Amounts are entered in AUD.
- Click Save amount.
What happens next
- Transactions at or above the threshold still need a tax invoice. Those below it no longer do: card transactions (budget and subscription) are marked No tax invoice required, while reimbursements below the threshold are marked Optional.
- Changing the threshold also re-checks your existing incomplete expenses in the background, so raising or lowering it can retroactively add or clear the tax invoice requirement on expenses already in your queue.