The Preferences page lets you control company-wide settings for automation, cards, and bills.
How to access preferences
- Click Settings in the sidebar.
- Select Preferences.
General tab
- Enable GST extraction — automatically extract GST amounts from uploaded receipts. Available on Premium plans and above.
Cards tab
- Block card ordering — prevent users (not admins) from ordering new cards.
- Block ATM withdrawals — block all users from withdrawing cash at ATMs. You can also block ATM withdrawals per user.
[screenshot: Preferences page showing the Cards tab with Block card ordering and Block ATM toggles]
Bills tab
- Set auto-approval limit for bills — enter the maximum bill amount users can pay without admin approval. Leave blank to allow all payments without approval.
See How to set up bill approval workflows for more detail.
Saving changes
After making changes on any tab, click Save preferences.