Control whether teams must attach a tax invoice for card expenses, Accounts Payable bills, and reimbursements, with separate settings for each payment type.
You'll need a role with permission to manage account settings, typically an Admin or Finance Admin role, to see this option.
Steps
- Click the settings icon in the top-right corner of the web app, then select Account settings.
- Select Expense fields in the left-hand menu.
- Scroll to the Tax Invoices section.
- Choose an option for each payment type shown: Budget card transactions, Subscription card transactions, Accounts Payable (shown if Accounts Payable is enabled for your business), and Reimbursements (shown if Reimbursements is enabled for your business).
- Budget card transactions and Subscription card transactions offer Mandatory (a tax invoice must be attached before the expense report can be completed), Optional (team members can attach a tax invoice or mark the expense "No tax invoice"), or No tax invoice required (the expense is automatically marked "No tax invoice", with no upload offered).
- Accounts Payable and Reimbursements only offer Mandatory or Optional. There's no "No tax invoice required" option for these two.
- All four payment types default to Optional.
- On a Premium plan, click the edit (pencil) icon next to Mandatory for Budget card transactions, Subscription card transactions, or Reimbursements to set a dollar threshold. Expenses below that amount are automatically excluded from the tax invoice requirement.
- Not available for Accounts Payable.