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How to Assign Expense Types
How to Assign Expense Types

Learn how to assign expense types to your employees

Yuvo-san avatar
Written by Yuvo-san
Updated over 2 years ago

First, please ensure that your company's expense types have been set up correctly.

There are two ways to assign expense types:


Assign one expense type to a group of employees

Go to Expense > Expense Settings > Expense Types > Click on Bulk Assign To Employees

This will open a pop-up window that enables you to assign one expense type to the relevant employees.

  • Expense Type: Use this dropdown to select the expense type that you wish to assign

  • Search: Search for a particular employee

  • Assign?: Checking/unchecking the box will assign/un-assign the expense type to employees of your choosing


Assign multiple expense types to a specific employee

Go to Team Expense > Team Expense Balance > find the relevant employee and click on the pencil icon.

On the employee's page, click on the "Manage Expense Types" button.

Check/uncheck the boxes to assign/un-assign the expense type to this employee.


Next Step: Assign Approval Templates

Before employees can start applying for expense claims through Yuvo, the approval templates need to be set up correctly.
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See this guide for setting up approval templates in Expense.

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