What options can be controlled from the Company Settings page?

The Company Settings page provides Administrators and Employees Employees with Technical Admin permissions the ability to configure features that influence the Mesh user interface, platform functionality, and overall system behavior. Some settings are view-only, while others allow users to customize various aspects of the entity.

To access this page, log in with the necessary permissions, click your company name in the upper-left corner, and select Company Settings from the menu. Use the navigation bar on the left to quickly access a specific area. 

Below is a list of the functionalities, sorted alphabetically, available on the Company Settings page.  

• Accounting - Enable the reconciliation flow to help finance department team members communicate about end-of-month activities.  
• Auto Reminders - Create an auto reminder policy to attach receipts for transactions with no attachments
• Approval workflows - Create General Purpose & Subscription approval flows, Travel Approval flows and expense approval flows.
• Balance Shield - Create a Balance Shield policy to notify or load a balance automatically when the company's balance falls below a set threshold.
• Business Details - A View-Only display of the company's business details. 
  • To update any of the details listed below, please get in touch with our team at [e-mail]

    • Company name

      Company tax ID

      Company type or industry

      Company address 

• Cards and Budgets - Set up Card and Budgets policies for receipts, memos and transaction approvals. 
• Company Files - Upload files such as incorporation documents related to your company/business.
• Company Mailbox - Create an electronic mailbox where employees can forward receipts in order to aid with the automation of the process.
• Custom Fields - Create placeholders, aka Custom Fields, to host additional data that can help provide context to your financial transactions, and enhance categorization and search capabilities. 
• Group Budget - Enable the group budget feature that will empower budget owners and offer more control and visibility over expenses.
• Integrations - Access the Mesh integration portal to connect Mesh with other platforms such as ERP, HRIS, and Slack to name a few. 
• Reimbursements - Set up policies for reimbursements.
• Setup user - Allow a Mesh Implementation Manager access the company's account for setup purposes. This option is turned off by default and requires the customer's consent (i.e., toggle the option on). For more information, please contact our team at [e-mail].
• Spend Categories - Streamline expense management and enhance automation with this customizable classification tool. 
• Travel - Set up travel expense policies, manage travel cards and manage groups, to support the creation of travel budgets.