How do I assign an expense template individually and bulk?

  • Click on the “Expenses” Tab
  • Click on the “Settings” sub tab
  • Click on “Template Assignments”
  • Click on “+” in actions column corresponding to an employee name
  • Select the template name, approver and effective date
  • Click Submit

In bulk

  • Click on the “Expenses” Tab
  • Click on the “Settings” sub tab
  • Click on Actions
  • Select "Upload template assignments"
  • Follow step 1 in the dialogue box
  • Downloaded format can be found in “Import Export” tab under Reports 
  • Select the template for multiple employees
  • Repeat step 1,2,3, and 4
  • Follow step 2 in the dialogue box
  • Click Upload

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