You can personalise and maximise your use of the Ad Hoc module by managing your Ad Hoc Settings and Ad Hoc Branding. To get started, see each section below.
Ad Hoc Settings
To manage your Ad Hoc module settings, follow the steps below:
1. Click the Account Name > Admin.
2. In the Advanced section, click the Ad Hoc Settings subheading.
3. Click Edit to start managing your settings.
4. In the Edit Settings window, adjust each field as required.
Organisation Name - set the name of the organisation that you'd like your Ad Hoc users to see on screen and when they receive emails.
Support Email - enter a support email address that you'd like to be displayed on emails sent to your Ad Hoc users, so they can contact your company about their expenses or accessing the Ad Hoc web portal.
Name for Users - set the name of the tab displayed on your menu banner. This is what the users who will be managing your Ad Hoc users will see.
Authentication Type - set how you'd like your Ad Hoc users to log in to the Ad Hoc module; you can choose either One-Time Token or Password.
One-Time Token - if you'd like your Ad Hoc users to receive a One-Time use link to log into the Ad Hoc module. They'll need to generate a new link each time they need to log in.
Password - if you'd like your Ad Hoc users to set up a password when they register. They'll then be able to log in with an email address and password each time.
Note: If you change the authentication type at any time, you must inform your existing users of the change. Switching the authentication type to password will mean existing users will have to create a password via the Forgot Password option.
Allow Self-Registration - select either Yes or No depending on whether you'd like to register prospective users or not. When set to Yes, you'll see the Preregistrations area in the Manage Ad Hoc Users section.
Hide Mileage - select either Yes or No depending on whether you'd like your Ad Hoc Users to be able to create mileage expenses or not.
Default Approval Flow - select which approval flow all your Ad Hoc users' expenses will follow.
Note: See our Understanding Ad Hoc approval flows Help Article for more information.
Default Expense Policy - select which policy rules will apply to all your Ad Hoc users' expenses when they submit their expenses.
5. Click Update.
Ad Hoc Web Portal Branding
To manage your Ad Hoc module branding, follow the steps below:
1. Click the Account Name > Admin.
2. In the Advanced section, click the Ad Hoc Branding subheading.
3. Click Edit under the relevant branding option as required.
Subdomain - customise the subdomain within the URL link which you'll be providing to your Ad Hoc users.
Custom Domain - issue a completely custom domain for your users to follow. You'll need to contact your IT team to connect your subdomain and custom domain.
Logo - add a familiar branded logo. Your Ad Hoc users will see this when registering and using the Ad Hoc module.
Favicon - add a familiar branded logo. Your Ad Hoc users will see this in their browser tab on their device when using the Ad Hoc module.
Colours - select brand colours to make the Ad Hoc module more familiar to your users. When selecting your colours, you'll need to use an online colour code resource to enter the colour code when prompted in ExpenseIn.
4. When editing an element of your branding, complete your edits as required and click Update in the pop-up window to save your changes.
5. You can then review your changes in the Ad Hoc Branding section.