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Navigation: Zetadocs Expenses System Settings Help

Groups

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Groups

Relevant to the hmtoggle_arrow0Expenses Administrators role.

Accessed via: main_menu1 > System Settings


note_image Note: Groups are only available in Essentials and Plus editions.

Larger companies, those with large numbers of employees, can assign these members to 'groups' making user lists easier to read and manage.

So, for example, an expense approver can simply be assigned the right to approve expenses for an entire group of employees. In this case the approval right will apply to all employees within that group.


Creating and Managing

oCreate new Groups using the New Group button.

oManage Groups via the manage_icon icon located to the right of the list.

 

Enabling / Disabling

oBy default, any disabled companies are hidden from the list. This ensures the list remains 'current'. However, you can include these in the list by placing a tick in the Include Disabled Groups check box..

oCompanies can be disabled via the Enable / Disable toggle.

 

Changing the Display Order

oGroups can also be promoted / demoted in the list by dragging the burger_menu icon located to the left of the group.

oUse the Save button to save the list order. This order is then used in all Group drop down selectors.