Ad hoc settings

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

Written by Jack
Updated over a week ago

You can personalise and maximise your use of the Ad Hoc Module by managing your Ad Hoc Settings. To get started, navigate to the Ad Hoc Settings heading within the Admin area.

Web Portal Branding

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 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.

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

Colours - 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.


Organisation Name - Set the name of the organisation that you would like your Ad Hoc users to see when they receive emails.

Support Email - Add a support email address that you would like to be displayed on emails sent to your Ad Hoc users, so they can contact the company about their expenses.

Name for Users - Set the name of the tab displayed on your menu banner. This is what your users who will be managing your Ad Hoc users will see.

Authentication type - Set how you would like your Ad Hoc users to log in to the Ad Hoc module; you can choose either One-Time Token or Password.

  • Select One-Time Token if you would like your Ad Hoc users to receive a One-Time use link to log into the Ad Hoc module. They will need to generate a new link each time they need to log in.

  • Select Password if you would like your Ad Hoc users to set up a password when they register. They will then be able to log in with an email address and password each time.

Please note: If you change the authentication type at any time, you must inform your existing users of the change. Switching 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 would like to register prospective users or not. When set to Yes you will see the Preregistrations area in the Manage Ad Hoc Users section.

Default Approval Flow - Select which approval flow all your Ad Hoc users' expenses will follow.

Please see our Understanding Ad Hoc approval flows help article for more information.

Default Policy - Select which policy rules will apply to all your Ad Hoc users' expenses when they submit their expenses.

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