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Administrator Guide
Last Updated: 2024-09-20
Customize Expenses Hub Card

Customize Expenses Hub Card

You can display an email address on the
Did You Know?
 Expenses Hub card to specify where users can send email receipts. You can also enable them to send the information on the card to their phones with a text message.
  1. To display an email address on the card:
    • Access the
      Configure Email Ingestion Settings
       task.
    • Select
      Expense Receipt
       for
      Notification Type
      .
    • Enter an email address in the
      Expense Receipt Email Forwarding Address
       field.
      You must enter a valid email address associated with your tenant’s expense receipt submission. Example: Receipts@workday.com.
  2. To ensure your users can send the information to their phones with a text message:
    • Access the
      Edit Tenant Setup - Notifications
       task.
    • Select
      Expenses
       tab in the
      Notification Delivery Settings
      .
    • Select the
      Override Parent Notification Type Settings
       check box.
    • For
      Rule
      , create a
      Notification Routing Rule
       and name it.
    • For
      Channel Frequencies
      :
      • Select
        Add
        .
      • For
        Channel
        , select
        SMS
        .
      • For
        Default Frequency
        , select
        Immediately
        .
Your users now know what email address they can send expense receipts too. They can also text the information to the phones in their Workday profile so this information can be accessible easily.
To hide the card, access the
Maintain Hubs
 report.