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Team Money

Summary

 This guide explains how to manage and track team expenses and budgets within the platform, helping you oversee your team's financial records effectively.

In this article

  • Before you begin
  • Step 1: Access the Team Money section
  • Step 2: Add and manage team expenses
  • Step 3: Review and track team budgets
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the necessary permissions to access and manage team expenses and budgets.
  • Familiarize yourself with the team's financial policies and budgeting process.

Step 1. Access the Team Money section

  1. Navigate to the "Team Money" section from your main dashboard.
  2. Here, you will see an overview of your team's financial records, including submitted expenses and available budgets.

Step 2. Review and track team budgets

  1. In the "Team Money" section, you can also review and track your team's allocated budgets.
  2. Monitor the remaining budget, review past expenses, and ensure the team stays within its financial limits.

Frequently Asked Questions (FAQ)

1.Can I add multiple expenses at once?

 Currently, you can only add one expense at a time. Repeat the process for each additional expense.
 

2. What happens after I add a team expense?

Once added, the expense will be submitted for review or approval, depending on your company's process.

3.Can I edit a team expense after submission?

 If the expense is still pending approval, you can edit it. Once approved, changes may require additional review or re-approval.
 
 

4.How do I track team spending?

 The "Team Money" section provides a breakdown of all submitted expenses and available budget, allowing you to track spending over time.