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

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