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Help Administrators

Setting up expenses (video)

Learn how to set up and assign expense functionality in Polaris and Replicon.

This video covers:

  • 00:32 Configuring global expense settings
  • 04:08 Setting up user-level expense settings
  • 06:10 Assigning expense settings to users

Related links

Expense tracking setup checklist
Expense sheet tour
Setting up expense codes
Setting up expenses (video)