This feature lets you create groups based on your teams. It enables you to delegate some actions to card holders to their respective managers :
Approving expense requests
Verifying expense receipts
A cost centers is made of several members and one manager.
Members
☝️ A user can only be a member of one cost center at a time.
Rules for members
| What members see | What members do |
🧾 Expenses | Their expenses only | They justify their expenses |
💳 Cards | Their cards only | They request cards for themselves |
⚡️ All expenses and card requests made by a member will automatically be assigned to their cost center.
Managers
☝️ A user can be manager of several cost centers.
Rules for Managers
| What managers see | What managers do |
🧾 Expenses | - Their own expenses | - Justify their own expenses - Validate their members' expenses |
💳 Cards | - Their own cards - Their members' cards | - Request cards for themselves to administrators - Approve their members' card requests |
⚡️ All expenses and card requests made by a manager will automatically be assigned to their cost center if they are also set as a member of this cost center.
🔒 Managers can not create cards for themselves or validate their own expense receipts. Only Spend administrators can.