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

The Manager role enables team leaders and office and finance managers to manage their team’s expenses or company spending.

This role is customizable. Among all permissions, Admins or Account Holder can enable Managers to make transfers and review transfer requests. They can also set limits on transfers that can be made or approved by Managers.

Where can I find my transfer limits?

On desktop:

  1. Go to the Team expenses section on your left

  2. Click on Members

  3. Select profile

On mobile:

  1. Go to More

  2. Go to Team members

There, Managers will see:

  • their monthly limit and a progress bar showing how they are doing compared to this limit

  • their per-transfer limit

When Admins or Account Holders have not set the limits yet or have chosen not to, limits will not be displayed.

💡 Managers are also notified by email and through a push notification when their limits are updated by an Admin or Account Holder.

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