Configuring your Teampay Settings

Transactions Settings

You can configure your transactions settings by navigating to your Teampay Dashboard;

1. Selecting your avatar in the right-hand corner
2. Tap 'Settings'
3. Navigate down to the Transactions Settings and select 'Edit'

Import Transactions

You can toggle this on to allow your Admins on your Teampay account to categorize the imported transactions from your external accounts.

Receipt Collection

In the receipt collection section, you can customize if and how you want to collect receipts from your purchasers. You have the ability to say what dollar amount you want to require a receipt (heads up! the IRS requires a receipt for anything greater than $75.00 during an audit). You can also say how often you want to notify a requestor and how frequent you want to request it.