Customization of the expense system is the process by which the organization establishes the best practices for expense reporting. Specific reporting processes can be set in place for different spending activities. For example:

- Requirements, limits and approval process can easily differ between differing types of expenses
- Mode of reporting - submittal of multiple expenses on a single expense sheet towards a project or client; electronic or print distribution; requirement of receipts (could be based on monetary value) - and more
- Restrictions may be monetary, client, project, employee, or department dependant - and more.