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