Expenses groups allow you to group employees and add expense managers to streamline the expenses approval flow.
Only employees with administrator or expenses administrator access can follow these steps:
Click your name in the top right, then click Settings.
On the settings menu click EXPENSES, then click General.
Add expenses group
Click ADD GROUP, then name the group.
Select the currency for the expense group.
Select what categories you want this group to be eligible for (you can create more categories).
You have the option to assign employees and managers to this group now or later.
If you select employees and managers to assign, click SAVE. If you want to assign them later, click CANCEL.
Assign employees to an expenses group
On the expenses group, click on the ELIGIBILITY button.
Ensure the Employees tab at the top is highlighted.
Select the employee(s) you want to assign to this group. You can search for them or use the advanced search to filter down to employees of a certain Team, Position and/or Location.
Once selected click SAVE .
Clicking on Managers tab instead of Employees, assigns an expenses approver.
📌TIP: To edit an expenses group click on the pencil icon icon. To delete an expenses group click on the rubbish bin icon.
📎NOTE: If you delete a group with employees assigned, if they are not assigned to other expenses group they will automatically assign back to ‘Employees without expenses’.