Page Comparison

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1. Click on Admin
2. Click on Organizations to expand the menu.
3. Click on Employee
4. Find the employee you want by either
   1. Entering either their first or last name in the search box at the top next to the magnifying glass and the word Resetfilter icon.
      1. Click Enter to retrieve the results
   2. Entering search criteria in the Advanced Searchby clicking the filter icon Image Added on the right-hand side of the screen.
      1. Click Apply
5. Select the employee.
6. Click on Expense Limit tab.
7. Click on Add.
8. Fill out the Fields:
   1. Effective Date* -  Date as Date as of which the Expense Limit is effective.
   2. Expense Group Group*   - Select an expense type group in case the limit applies to a group of expense types.
   3. Expense Type*   - Select an expense type in case the limit applies to an individual expense type.
   4. Limit Type - Select Monthly, Monthly Reoccurring, Quarterly, or Yearly depending on the type of limit.   
   5. Amount Limit - Insert the $$ amount of the monthly/yearly limit.
   6. Note - Notes related to expense limit.
9. Click the Save All button  button to save the changes.

 * Indicates a required field

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