Assigning Expense Approvers to Team Members

This guide explains how to assign an expense approver to a team member. It is intended for general users.

  1. Navigate from Main Menu > Internal > Team Members.
  2. Use the Quick Search bar to locate and select the team member.
  3. On the detail view menu bar, click Edit.
  4. In the Time / Expenses section, click the Expense Approver field.
  5. From the drop-down list, select the approver who will oversee this team member's expenses.
    Note: You can also select the expense approver by clicking the Search icon () to bring up the Team Member Selector.
  6. Click Save.