The Manager role is available on the Business and Enterprise plans.

Transfer limits enable Admins or Account Holders to set amount limits on transfers a Manager can make or approve. Above-limits transfers will require Admin or Account Holder approval.

Which limits can I set?

To delegate transfers with complete peace of mind, two limits can be set:

  • a monthly transfer limit

  • a per-transfer limit

Limits can be set manually or chosen from pre-filled options. They can be edited at all times.

They encompass transfers made by Managers, as well as transfer requests approved by Managers.

💡 Admins or Account Holders can select “None” in the limit settings so that Managers will have no limits.

How do I set limits limits for a new Manager?

When inviting a new Manager, Admins or Account Holders can set the limits directly in the invitation funnel. After choosing the role and entering the member’s details, Admins or Account Holders can activate the “Make transfers or review transfer requests” permission. Once they activate this permission, they will be able to set the limits.

How do I set or edit limits for an existing Manager?

To set or edit limits for an existing Manager:

  1. Click on Team expenses section

  2. Go to Team members

  3. Select the Manager

  4. Edit the Expense permissions

  5. Activate “Make transfers or review transfer requests” permission (if not already done)

  6. Set or edit the limits

Managers will be notified by email and through a push notification when their permissions are updated.

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