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:
- Click your name in the top right, then click Settings.
- On the settings menu click EXPENSES, then click General.
- On the expenses group, click on the ELIGIBILITY button.
- Ensure the Managers 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.
6. Once selected click SAVE .
For further help on set up, go to our Welcome hub.