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Open expense claims setup

Open the first-run Expense claims workspace and find its setup action without changing settings.

2 min read Updated Wed 9 Sep 2026 For accountants and business owners On every plan

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Open the first-run Expense claims workspace to find its setup action. Opening this workspace does not change its settings.

Open the setup screen

  1. Open Expense claims.
  2. Confirm that the first-run landing state is visible.
  3. Select Set up expense claims.
  4. Confirm that the setup screen opens.
Expense claims setup page with Set up expense claims highlighted

Opening the setup screen does not change Expense claim settings.

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