Yes, we have a checklist available of all the information we need to create activity templates.
Please send us the answers to the following questions:
- What is the activity name?
- Should this activity support partial authorization for hybrid cards?
- Is this activity a Spend or a Benefit?
- Can this activity be used for any expense?
- If not what expense type can it be used at? (Refer to list on Expense Types list below)
- Is there a default currency?
- Is there a daily or transaction limit?
- Is it limited to certain countries?
- Is it recurring?
- Will transactions require receipts?
- Is out-of-pocket enabled?
- Do you want the balance to be hidden from employees?
- Can employees create activities themselves?
- Please provide the following assets:
- Header 1065px × 237px (To be seen on Activity Details)
- Square 492px × 459px (To be seen on Activity Selection)
- Icon 64px × 64px (To be seen on reports)
If the expense isn't Any Expense, please select from the list below: