As an admin, you can easily create labels to organise your company's business expenses.
Create a label
- Sign in to your Navisteps admin account
- Go to Company Settings -> Labels
- Click on the (+) button to add a new label
- Enter a name and an optional description for your label. Toggle it to active to allow users to tag it to their reports
- Click Save to finish
Once you have set up labels, make sure to inform users to tag their reports with the appropriate labels before submitting for approval or checkout!
You can make it mandatory for users to tag their reports with labels so they will never forget to do so! Learn how to make labels mandatory here.
As an admin, you will be able to filter and view expenses tagged under each label on the Insights page.
Get in touch with us at [email protected] if you need any help.