How to create user groups in Expensya?

What is a user group in Expensya?

As an administrator, you are able to create user groups in Expensya. This feature allows you to group a company’s users according to an analytical axis.

By creating user groups, you can apply specific expense rules and projects.

This action is only possible from the administrator interface available on the website.

To create a user group:

From the “Administration” tab, go to the “Users” section.

Click on “Group”, then “New group”.

Fill in the group name, and the analytical axis.

Confirm creation of the group by clicking on “Save”.

 

How did we do?

Banks supported by Expensya

Assign an administrator or accountant to user group

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