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. Tap 'Edit' next to your Request Settings

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.

Category

Under the category section, you can toggle off/on to determine if you want Category to be required by your requestor. You can also decide when you want to prompt your user to select a category; On Purchase or Transaction.

Custom Dimension

If you have Custom Dimensions that you want to available for your purchasers to assign to request, you can configure that under this setting.

1. Select 'Configure'
2. Make your selection of Custom Dimension
3. Tap 'Configure'

You can use the toggle function to make this required for your purchasers. In addition, you can decide when you want them to make the selection of custom dimensions by using the drop-down in the Custom Dimension section.

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.

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.