Ad hoc settings

Manage your Ad Hoc module by implementing your own brand colours, expense policy, approval flows and more.

J
Written by Jack
Updated over a week ago

Personalise and maximise your use of the Ad Hoc Module by managing your Ad Hoc settings. Use the Settings tab within the Ad Hoc heading in the Admin area to get started.

Web Portal Settings

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 facilitate your own external IT development in order to connect your subdomain and custom domain.

Logo: Add a familiar branded logo and your Ad Hoc users will see this when registering and using the Ad Hoc module.

Colours: You can choose brand colours to make the Ad Hoc module more familiar to your users. When choosing your colours, you'll need to use an online colour code resource to enter the colour code when prompted in ExpenseIn.

Favicon: Add a familiar branded logo and your Ad Hoc users will see this in their browser tab on their device when using ExpenseIn.

User Settings

Approval Flow: Determine which approval flow your Ad Hoc users' expenses will follow.

Policy: Choose which policy rules will apply to your Ad Hoc users' expenses when they submit their expenses.

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