Enter expense groups and assign employees to them when you initially set up Expense Reports or at any time after that. For example, you can establish groups for the employees who share the same job function, work in the same department, or work in the same office.
To enter an expense group and assign employees to it:
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In the Navigation pane, select
.
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Below the Expense Groups grid on the Expense Groups settings form, click
+Add Expense Group.
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In the blank row in the grid, enter an alphanumeric code in the
Group field to identify the expense group.
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In the
Description field, enter a description for the expense group.
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Click
at the end of the row and select
Assign Employees from the shortcut menu.
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On the Assign Employees to Group dialog box, select the
Available Employees check box to select all the employees in the list, or select employees individually, and then click
.
The employees that you selected are moved to the list of employees for the group on the dialog box.
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Click
Apply to assign the selected employees to the expense group and return to the Expense Groups settings form.
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Click
Save.