To set up who you want to approve expenses for employees, you need to assign a manager for an expenses group. Each group manager receives the expenses requests from employees within that group.

Only employees with administrator or expenses administrator access can follow these steps:

  1. Click your name in the top right, then click Settings.
  2. On the settings menu click EXPENSES, then click General. 
  3. On the expenses group, click on the ELIGIBILITY button.
  4. Ensure the Managers tab at the top is highlighted.
  5. 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.    

6. Once selected click SAVE .   


For further help on set up, go to our Welcome hub.

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