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Add an Expenses group

How to create new Expenses groups.

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

For employees to be able to have access to Expenses, they need to be in an Expenses group. You can have multiple groups. If you need to add new groups, this is easy to do, just follow the steps below.

📎NOTE: Only Admins and Expenses admins can follow these steps.

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

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

  3. Click Add group.

  4. Name the group

  5. Select the currency for the expense group.

  6. Select what categories you want this group to be eligible for.

    📌TIP: You can create more categories - Read more >

  7. Click Save.

  8. You are now prompted to assign employees and managers to the group.

    If you want to assign employees or assign managers to this group later, click Cancel.

    📎NOTE: Employees don't have access to Expenses until assigned to a expenses group.

    To do it now:

    1. For employees click on the Employees tab, select the relevant employees.

    2. To select a manager, click on the Managers tab select the relevant person.

    3. Once done, Click Save.

Your new group will be listed in your General settings for expenses.

📌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’.

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