Post Spend Review allows you to prompt users to enrich their payments with a receipt, sales tax, note and category and have them reviewed by a Post Spend Reviewer Group. This option is configurable at a Team level.
You can access this from Approvals > Post Spend Review.
When a Team is copied using the Copy Team button, the Reviewer Group Link is also copied to the new team.
Any Reviewer Groups already created will show on the Post Spend Review page.
Click Create Reviewer Group to create a Reviewer Group, which can then be linked to different Teams. Enter the Reviewer Group Name, set the toggle to either Active or Inactive and click Save.
You can manage Post Spend Review from the Team view. The Manage Post Spend Review button will be greyed out and inactive if there are no Post Spend Reviewer Groups configured for the current Card Pool Group.
To enable a Reviewer Group, select the appropriate group from the dropdown and click Enable.
Once Post Spend Review is enabled, you can change the Reviewer Group by selecting the Reviewer Group you want to link from the dropdown and clicking Update. To unlink Post Spend Reviewer Groups from the Team, click Disable.
As a Corporate Administrator, you can add and remove Post Spend Reviewers. Click Edit next to the Reviewer Group where you want to add or remove Reviewers.
Once you have created a Post Spend Reviewer Group, click Add Reviewer to add one or more email addresses to assign to the group. Enter the email address and click Add.
When an email address is added, it will link to a User ID. If there is more than one User ID for that email address, you will be presented with a list of potential users for you to manually connect.
Click Create Sales Tax to configure your sales tax rules on the Post Spend Review page.
This will open the Sales Tax page, where you can add the name, percentage, and tax code. App users can choose from these in a dropdown menu when adding sales tax to a transaction. You can also toggle to set a sales tax as the default option. Click Save to save the settings.
Once created, all sales taxes will show on the Post Spend Review page.
Click Edit next to the sales tax you want to edit to change the details or delete the sales tax.