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

  1. Log into the Merchant Dashboard
  2. Click on “Settings” on the dashboard menu
  3. Click on “Team Members” and select “Department” as shown below:

  4. Click on “Add New Department” and a modal will show as shown below:

  5. 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.

  6. To learn how to invite users, click here. You will need users with a submitter role and an approval role.
    1. A user with a submitter role is the one responsible to raising expenses with the department.
    2. 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.

  7. 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