Expense groups

If an employee requires to enter expenses you will need to assign them an expense group, there is a default group which can be used for all. But you may wish to restrict who has access to particular expense items. For example, you might have a manager's expense group that pays a higher rate of mileage, or can claim a food allowance while working away from home that other employees cannot have. By creating a group you can assign expense items to that group, and then apply that group to an employee. Go to contract - details tab to see how to assign an expense group to an employee. 

Click on admin in your top menu bar and within the timesheets and expense types section click on expense groups. You can click on an existing expense group to make a change or click add to create a new group. 

Creating a new expense group

Click add and a panel will open on the righthand side.

Enter the name you want to give the expense group. 

Then click and drag the expense types you want to be available to this group, from the lefthand column into the righthand column. You can highlight multiple expense types and drag them all at once. 

When complete, scroll down and click save.

Once you have saved your group and refreshed your page, you will be able to assign the group to an employee. Go to contract - details tab to see how to assign an expense group to an employee. 

Editing & deleting an expense group

Click on the title of the expense group you wish to change and a panel will open on the righthand side. You will not be able to edit the name. 

You can add other expense types into the group by clicking and dragging them into the righthand column, or move them out of the group by moving them into the lefthand column. 

When you have finished making your changes scroll down and click save. 

If you wish to remove the expense group entirely click delete. Please note: We would urge you not to change/delete items unless necessary, please speak to support to in the first instance to help assist you.