Groups allow you to configure specific approvers, approval processes and policies for different groups of users in your company. They are also useful for filtering relevant insights for spendings at group level.
Here are some examples of how you can choose to organise users to maximise the functionality of user groups.
Group by: [Department Name]
e.g. Marketing, Business Development, Sales Team A
- To set up departmental policies and common approver
- To track expenses by departments
Group by: [Department Name] [Country or Region]
e.g. Marketing SG, Marketing MY, Sales Japan
- To set up local departmental policies and common approver for each department in each country or region
- To track and compare expenses by departments across different countries or regions
Group by: [User Position]
e.g. Directors, Vice Presidents, Executives
- To set up policies by staff position or rank. For instance, directors may be allowed larger budgets than entry-level staff
- To track and compare expenses by staff hierarchical levels
You may use a combination of the common classifications shown above, or any other arrangement that may be more relevant for your organisation. Ultimately, it is up to each company to define user groups as may be appropriate for its processes and policies.
As an admin, you will be able to filter and view expenses tagged under each group on the Insights page.
If you are a company admin and have yet to create any Groups, find out how to set up Groups here.
Get in touch with us at [email protected] if you need any help.