Audience: All Users Purpose
In this article we will cover the use of groups within spend management.
Overview
Tip: Use this box to provide additional details, or highlight information, within the current section/step. Understanding Groups
When creating a transaction, you are presented with the option to create or select a "group" within the available fields of data for the submission. A group label may be a specific trip, conference, client name etc. Assigning a group will allow you to later sort by that group name within your expense list, and within the spend reporting.
Creating and Using Groups
Step 1: Start by following the guide for manually creating a transaction or submitting a transaction from your card feed. Within the group field, you are able to create a new group entry or select from an existing group label.
Step 2: When your submission is complete, save and submit, as appropriate.
Step 3: On the spend screen, you can now sort your transaction by group label.
When building a report, you can also choose to include Group within your data source.
