Employer-sponsored Accounts
- How to manage and control account utilization
- What happens to the funding if an employee switches countries?
- Renewal Period, Reset Balance & Maximum Balance
- How can I set up unique funding rules for different employee populations?
- What is a run-out period for employer-sponsored accounts and how does it work?
- How do reimbursement plans work?
- Policy acknowledgment for claim submission
- How do I add custom fields to the claim submission form?
- What is manager approval and how do I review expenses that require manager approval?
- Language localization
- What is the difference between calendar and fiscal year?
- What is the difference between a flexible spending account type and a one-time funded account type?
- What is a date-based account?
- What is the Forma Store?
- How does proration work?
- Can Forma provide tax advice?
- Taxation on Forma card transactions
- How do date-based accounts work?