Customising ExpensePlus

This article explains that ExpensePlus is customisable and easy to set up.

In this article:

System settings

Find out more about customising ExpensePlus

ExpensePlus is easy to set up and is highly customisable; making it an ideal fit for all sizes and types of Church and Charity.

Watch this short video to find out more.

System settings

Most system-wide settings are controlled within the Settings screen, found either:

  • at the bottom of the side menu or
  • via the cog icon in the top right-hand corner of every screen.

If you don't see the cog icon, then you have not been given permission to manage settings. To change this, contact the system administrator for your organisation.

Find out more about customising ExpensePlus

For more information regarding customisation in ExpensePlus, please see:

  1. How much can I customise user access?
  2. How can I update a user's permissions?
  3. How to get started with Customer Invoicing
  4. Managing sub-brands, sub-entities or specific areas / departments
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