Skip to main content

How to allocate funds to other employees

L
Written by Linda Kendeli
Updated over a year ago

You can advance money to employees from the dashboard and the App.

Dashboard

On the dashboard, you must have the role of an Admin or Approver to perform these functions. Approvers allocate money from the business account while Admins and Team reviewers can only allocate their own funds.

Allocating funds Directly from the App

Switch to business view then click on cards to allocate to different users.

Did this answer your question?