Settings for document management

Modified on Mon, 29 Apr 2024 at 03:27 PM

As the owner or admin, you can make various settings for voucher management in Pay under Settings → Vouchers.

Notifications for missing receipts

If the Notifications & icons for missing receipts setting is activated, we send an overview of the missing receipts to all owners, administrators and accountants once a week. The employees concerned also receive a reminder to upload their receipts. This can be deactivated individually in the profile settings. In addition, red markers for missing vouchers are displayed on the transaction page and in the accounting export.

Document forwarding

With voucher forwarding in Pay, all voucher files that are uploaded to Pay (via mobile app, web app or voucher inbox) can be forwarded directly to an email address. In the voucher settings, you can  

  • activate or deactivate the function
  • specify whether the credit card statement (monthly PDF) should be included
  • choose between immediate and daily forwarding

Important note: With daily forwarding, the receipts uploaded during the day are combined into a single PDF and forwarded to the specified e-mail address at 00:00 UTC.

Document upload

Employees can choose in Pay per transaction whether a receipt is required or not. In the settings, owners/admins can specify whether employees should be offered the option to mark individual transactions as “Receipt not required”.

Document inbox

The voucher inbox function can be used to send voucher files to Pay by e-mail. The files are then automatically assigned to the corresponding transaction. In the voucher settings, you can specify an e-mail address to which vouchers that cannot be assigned to a transaction by our voucher inbox will be returned.

Important note: The voucher file will be sent after three, staggered attempts to assign it to a transaction.

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