I want to only allow those who are in sales to expense to sales approve general ledger accounts. Is that possible? We have multiple groups but I'm trying to streamline the process for expensing.
Hi @accountinglumi! In order to display different categories, you would need to create two separate policies and only invite the corresponding users to each one. There is no additional charge for creating a second policy. You can create a new policy directly from you policy list. Let me know if you have any questions!
©2008-2023 Expensify, Inc.
©The Expensify Visa® Commercial Card is issued by The Bancorp Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may not be used at all merchants that accept Visa cards. Apple® and the Apple logo® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.