7. Assign Expense Group

7. Assign Expense Group

At this stage, you have basically completed the basic setups of e-Expense Claim. Now you will assign the Expense Group of your Employee.
 
1. Go to Expense -> General -> Employee List. Then choose the Employee that you want to assign Expense Group, and click the 'Edit' button. 
2. Under Career Progression tab in 'Expenses Group' column, select the right Expense Group for the Employee. 

3. Repeat the same for other Employees.



However, if you have more than 10 employees, it is advisable to assign their Expense Group in bulk. But how?
1. Under Career Progression tab, click on  and download the latest Excel file
2. Update the Expense Group from the dropdown & save
3. Reupload the Excel file via Career Progression tab

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