The Company Settings portal allows administrators to configure platform-wide rules, customize security preferences, and manage automated alerts.
This guide breaks down every section within your Company Settings and explains how to configure them to best fit your organization's workflows.
1. Alerts
The Alerts section allows you to configure automated email notifications for various account activities. To update any of the below settings, click the edit button and then change the settings. You can specify which user roles (e.g., Company Admins, Cardholders) receive these updates.
Account Alerts
This is relevant only for company admins. You can toggle these off or on by using the edit button.
Auto Top Up Alerts: Receive notifications whenever a card is automatically topped up based on your daily, weekly, or monthly limits.
Low Balance Alerts: Receive notifications when your overall business balance falls below your designated threshold. To edit the low balance limit, click the edit button and update the low balance limit.
Transaction Alerts
You can choose the user roles (Company Admins, Assistant Admins, Accountant Admins or Cardholder (End User)) who will receive an alert in case of any of the below events. If you choose an admin, they will receive an alert in case of the below events for any user. If you choose an end user, they will receive an alert only for their specific transactions.
Transaction Failure: Send notifications to selected roles whenever a card transaction is declined.
Transaction Success: Send notifications to selected roles whenever a transaction goes through successfully.
Receipt Alerts
Duplicate Receipt Upload Alert: Be notified if a user attempts to upload a receipt that has already been submitted.
Missing Receipt Alert: Automate reminders for users with missing receipts. You can completely customize these rules by configuring:
User roles: You can choose the user roles who will receive an alert in case of any of the below events. If you choose an admin, they will receive an alert based on the set missing receipt criteria. If you choose an end user, they will receive an alert only for their specific missing receipts (again based on the criteria that has been set).
Quantity of Transactions / Threshold Amount: Only send reminders if the missing receipts exceed a certain number or monetary value.
Number of Days Passed: Send reminders to admins only if the transaction has been missing a receipt for a set number of days.
Stop Alert After: Prevent infinite spam by stopping alerts for older transactions (e.g., stop reminding after 1 month).
Other Alerts
Suspicious Activity Email Alert: Alerts the company admin immediately if suspicious card loading or unloading activity is detected.
Emirates ID Expiry Alerts: Sends advance notifications to selected admin roles when an employee's Emirates ID is approaching its expiration date.
2. Account & Security Tab
Keep your account secure with these new tools.
Session Timeout: Automatically log out users after a set period of inactivity. Company Admins can set the duration. The max. session timeout duration is 720 minutes (12 hours) and cannot be extended beyond this due to regulatory rules.
Enable 2FA for All Users: This is mandatorily toggled on for all users and cannot be modified.
3. Receipts Tab
Make receipt management smarter.
Enable Automatic VAT Calculation: VAT is automatically detected and applied using OCR technology from uploaded receipts.
Allow Duplicate Receipts: Choose whether to allow the same receipt to be uploaded multiple times.
4. Reimbursements
Allow reimbursement without file: Enable this to allow employees to submit out-of-pocket reimbursement requests without attaching a supporting receipt or file.
5. Cards
Configure default settings for how Qashio cards are created and viewed.
Auto Virtual Card Creation: Automatically generate a virtual card for any new user added to the platform. Note: These cards are created without limits; admins must manually assign spend limits to them post-creation.
View Card Details on Web app: When enabled, users can view their sensitive card information (full card number and CVV) directly on the web dashboard by clicking "View Details".
6. Company Account
Account Details: This section houses your dedicated Qashio bank transfer details (Account Name, IBAN, Currency, SWIFT Code, Bank Name, and Bank Address). Use these details to wire funds into your Qashio account. You can quickly copy everything using the Copy All button.
7. Accounting
Manage data entry permissions for the end-user.
Allow end users to change Chart of Account / Tax Rate / Supplier: Toggle this on to give cardholders the ability to manually update the CoA, tax rate, or supplier mapping on their own expenses.
Select Default Tax Rate: Assign a standard tax rate that will act as the default for all incoming transactions unless changed.
8. Segments
Segments are used to slice and dice aggregate transactions by customized segments.
For example, let’s say you want to tag all transactions with specific Project Names, then you can create a new segment and assign specific Project Names to users. So, whenever users transact, their transactions will be tagged with the corresponding “Project Name.”
These tags can’t generally be changed by end users. However, you can allow them to edit the segment attached to a particular transaction from the company settings.