Introduction
We are excited to help you streamline your expense tracking and management with our latest feature. In this article, we’ll guide you through the process of creating a department, adding a head of department, and managing expenses specific to each department. Let’s Dive in!
To explore how to create a department with a visual tour please click here or continue reading.
To begin
- Log into the Merchant Dashboard
- Click on “Settings” on the dashboard menu
- Click on “Team Members” and select “Department” as shown below:
- Click on “Add New Department” and a modal will show as shown below:
- First, name your department. Then, add users to this department and assign a department head. If there are no users in the business yet, you can still create a department without adding users or assigning a head.
- To learn how to invite users, click here. You will need users with a submitter role and an approval role.
- A user with a submitter role is the one responsible to raising expenses with the department.
- A user with an approver role is the only one who can be the head of a department and they are the ones that approve expenses raised within a department.
- Once you have inputted the details on the page click “Create Department”
Note: You can also create a department when inviting a user, click here to learn how to
Great job! You have successfully created a Department. To learn how to add users to a department click here