How do I assign supervisor for the expense template individually and bulk?
- Click on the “Expenses” Tab
- Click on the “Settings” sub tab
- 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 supervisors.
- Follow step 1 in the dialogue box
- Downloaded format can be found in Reports>>Import Export
- Fill in the email id of approvers for multiple employees
- Repeat step 1,2,3, and 4
- Follow step 2 in the dialogue box
- Click Upload