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 Post Spend Review 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 Active toggle to either on or off, and click Save.
The Reviewer Group is now available from the Post Spend Review page.
As a Corporate Administrator, you can add and remove Post Spend Reviewers.
From the Post Spend Review page, click on the Reviewer Group where you wish to add or remove Reviewers.
Click Add Reviewer. 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 connect manually.
Enter the email address of the Reviewer and click Add.
The Reviewer will now be listed on the Post Spend Review page. You can use the Delete link to remove them.
You can manage Post Spend Review from the Team page. 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 Save.
You will now see that Post Spend Review is enabled on the Team page.
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 Save. To unlink Post Spend Reviewer Groups from the Team, click Actions and then Disable.
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 the Edit link next to the Sales Tax to change the details or to delete the Sales Tax entirely.
To edit, amend the details and click Save. To delete the Sales Tax, click Actions and select Delete.
Your default Sales Tax will be tagged with the Default icon.