Add an Expense Group and Assign Employees to It

Enter expense groups and assign employees to them when you initially set up Expense Reports or any time after.

To enter an expense group and assign employees to it:

1. In the Navigation pane, select Settings > Expense > Expense Groups.
2. Below the Expense Groups grid on the Expense Groups settings form, click +Add Expense Group.
3. In the blank row in the grid, enter an alphanumeric code in the Group field to identify the expense group.
4. In the Description field, enter a description for the expense group.
5. Click at the end of the row, and select Assign Employees from the shortcut menu.
6. On the Assign Employees to Group dialog box, select the employees in the list of available employees to assign to the expense group. Select the Available Employees check box to select all the employees in the list. Or, select employees individually in the list.
7. Click . The employees that you selected are moved to the list of employees for the group on the dialog box.
8. Click Apply to assign the selected employees to the expense group and return to the Expense Groups settings form.
9. Click Save.