Expenses groups allow you to group employees and add expense managers to streamline the expenses approval flow.
To get to Expenses group settings:
Click your name in the top right, then click Settings.
On the settings menu click Expenses, then click General.
โ
โ
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
Return to Set up Expenses general settings