Set up expenses groups

Create groups to allow employees to add expenses.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Expenses groups allow you to group employees and add expense managers to streamline the expenses approval flow.

To get to Expenses group settings:

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Expenses, then click General.

Add expenses group

You can create multiple expenses groups to assign employees and expenses managers to.

Assign employees to an expenses group

To give employees access to the Expenses module to submit their expenses, they need to be added to an expenses group.

Assign Expenses approvers

To create an Expenses approver, you must assign a manager in an Expenses Group or have created an expenses administrator.

Return to Set up Expenses

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