Configuring Request Settings

You can customize the configuration between Teampay and your ERP directly from your Temapay Dashboard. To begin, you'll want to navigate to your settings page on Teampay.co

1. Select 'Settings'
2. Navigate to the Requests section on the page

On this page, you'll have the flexibility to customize how Teampay requests and sync's over the details of your transactions into your Account integration.

Supporting Documents

In this section, you can require your users to submit supporting documents. You can also distinguish what type of request you want to require Support Documents. You do this by using the drop-down box located in the Support Docs Capture Location.

Rejection Messages

You can allow your Approver's rejection messages to be saved on a purchase request decision by toggling this feature on. You can also make this required or optional for your Approvers.

Payment Method Collection

You can allow your requestors to cancel their own payment methods. This will allow them to cancel a card they no longer need.

Approving Editing Permissions

You can allow your Approvers to make edits to pending Purchase Request. This will allow them to make updates to things like Category or Dimension that was selected by the requestor.