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 (including payment of supplier invoices by transfer).
đĄ Admins or Account Holders can select âNoneâ 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 memberâs details, Admins or Account Holders can activate the âMake transfers or review transfer requestsâ 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:
Click on Team expenses section
Go to Team members
Select the Manager
Edit the Expense permissions
Activate âMake transfers or review transfer requestsâ permission (if not already done)
Set or edit the limits
Managers will be notified by email and through a push notification when their permissions are updated.