Expense groups are a way to group different individual expenses under one folder.
For example, if a few employees went on a business trip and they made several expenses such as travel, meals, etc., the expenses can be organised into one place and approved all at once.
How to use it
Where can you find group expenses?
Both Spending and My Spending have a Group tab.
- My spending > Groups
How to create a group?
- Click on the + Add expense button
- A menu will open, select the Group option
- Give the expense group a title
- Create
How to add & remove an expense from a group?
Once an expense group has been created, you can add expenses via the + Add expense button. You can choose between a Regular, Mileage or Per diem expense.
Expenses that have been saved as Drafts can be removed from the group, select the menu (…) button and click Remove from the group.
Expenses that are added or created in groups won't appear in the individual expenses table. If the expense is removed from the group, it will be placed in the individual expenses table.
How to approve a group?
Once the group has been sent for approval the grouped expenses will be visible in the Spending module.
Those with access and permission can approve/ reject all of the expenses at once.
- Go to Spending
- Groups tab
- Select the desired group
- Click Approve group button
The Reset approval flow button reverses all approved expenses to Pending. However, once an expense is set to paid then the approval flow cannot be reset.