Skip to main content

Expense Settings

Expense settings define your expense policy — such as whether expenses are enabled, any limits, and how they are approved.

Update Expense Settings​

To update your expense settings, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to "My Account" and select "Company settings".
  3. In the "Expense settings" section, click on the "Edit" button.
  4. Update your expense policy settings.
  5. Click on the "Save" button.

Workmax will save your expense settings. For submitting and approving expenses, see Expenses. If you have any questions or need help, please contact Workmax Support.