Audience: AdminPurpose
In this article, we will cover how to manage Recipients under Settings > People, as an Admin. Recipients are an important component of the spend manage experience, as these are the individuals that receive goods or services. It is important to document the recipient(s) associated with an expense for tax and general accounting purposes.
Create a recipient
While recipients can be created on the go by users as they justify expenses, they can also be created and managed by Admins.
Step 1: Click Settings
Step 2: Click People
Step 3: Click Recipients
Step 4: Click Create recipient
Step 5: The Create recipient window will open. Enter the data for each field and then click Confirm
Next Steps: Now that the recipient is created, see this guide to add them to the appropriate people group. See Managing people groups