The Admin Tab Overview

The Admin tab is where all aspects of the system settings reside. Only the ExpenseWire System Administrators have access to this tab and are able to manipulate system settings. The Administrator can setup various sections that will affect the end users’ roles relating to expense reports.

The ExpenseWire System Administrators are able to control and modify the system parameters within the Administrators Toolbox.

Only the system Administrators have the authority to make modifications.

Administrator Toolbox Definitions

System Settings: This section allows the Admin to Edit System Settings, Maintain ACH Account Settings, and Maintain Password Change Intervals. System settings are application-level settings that apply to all users of the ExpenseWire system. * Maintain Password Change Intervals will not be an option for Flex log in only clients

Organization: This section allows the Admin to view, create, modify, and export all aspects of the Organization tree.

Users and User Groups: This section allows the Admin to view details, create users and user groups, deactivate users, send credentials to users, view login history of all active and inactive users, and view the status of created, enabled or disabled accounts within the system.

Approvers: This section allows the Admin to set up and modify the user or users that should have Approval authority. Approval levels are used to determine the route through which a submitted expense report travels. Administrators will also be able to create, activate, or deactivate approval rules.

Currencies: This section is where the Admin can set up and modify or deactivate currencies you can choose from.

GL Accounts: This section allows the Admin to view details and add, deactivate, export, or print all General Ledger Accounts (GL Accounts).

Expense Types: This section allows the Admin to view, modify, create, deactivate, export and print all active and inactive Expense Types in the system.

Payment Types: This section allows the Admin to view, modify, create, deactivate, export and print all active and inactive Payment Types in the system.

Rules and Limits: This section allows the Admin to establish and modify current Spending Rules, Receipt Rules, and Submit Rules and limits that can be enacted and enforced.

Custom Fields: This section allows you to create, modify, and deactivate custom fields. Custom fields allow the Admin to request additional information from you when they select specific expense types. These can allow the Admin to track or trend particular data not currently being tracked.

Application Labels: This section allows the Admin to use custom application labels that display within the ExpenseWire system to best fit their organization’s needs.

Online Banking Sites: This section allows the Admin to set up company credit cards, corporate banking, and other banking connectivity.

Additional Services: This section allows the Admin to enable and disable credit card, fax and travel services.

SAML: This section allows the Admin to set up a preferred SSO vendor to utilize Single Sign On. *SAML will not be an option for Flex log in only clients

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