Configuring your Teampay Settings

Organization Settings

1. Welcome New Team Members on Slack

We'll send new members of your team a message in Slack and give them a tour of how Teampay works.

 

2. Accounting System Connect

Here, you can connect your ERP to allow for transactions to automatically sync between Teampay and your account system.

 

3. HRIS Merge System Connect

Connect your HRIS system to Teampay through our partner Merge to sync and update employee information automatically.

Learn more here: HRIS Integration

 

4. TravelPerk Integration

Connect to TravelPerk to automatically upload receipts from your employees' trips.

Learn more here: TravelPerk

 

Accounting

 

1. Accounting Date Sync

Choose whether your organization would prefer transactions to sync based on Swipe Date or Cleared Date when they reach your ERP.

 

2. Dimension Management

Here, you can manage the dimensions synced from your accounting system as well as Teampay-created custom dimensions.

Learn more here: Dimension Management

 

3. Invoice Inbox

If your team is using Teampay's Account Payable feature, select what is captured by the Invoice Inbox.

Learn more here: AP - Invoice Inbox

 

4. Cash Back

Select the account that earned cash back should fall into.

 

Requests

1. Supporting Documents

Here, you can control if supporting documentation is required or optional for the 3 different types of requests. Additionally, you can toggle it off altogether if you do not want the user to be prompted to submit documents for that type of request.

2. Rejection Messages

You can give Approvers the ability to send a rejection message to the requestor upon rejection of a purchase request, making it either required or optional. This will send your requestor a message that looks like this:

3. Payment Method Cancellation

If selected, this will allow Requestors to cancel active payment methods they have requested. If disabled, only Admins will have the ability to cancel payment methods.

Transactions

1. Review Transactions

Choose whether Teampay automatically syncs cleared transactions into your accounting software. If enabled, your team will be required to manually sync transactions.

2. Approver Editing Permissions

Approvers can edit transaction dimensions (i.e. category, class).

3. Import Transactions

If your organization is importing non-Teampay transactions, this setting will allow for the categorization of the transactions once synced to Teampay.

4. Receipt Collection

Notifies Requestor to upload a receipt when a transaction is over a certain amount (default is set to $0).

Here, you'll have the flexibility to enforce a receipt collection policy that works for you.