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.
โ
See this guide for setting up approval templates in Expense.