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?
Go to the Team expenses section on your left
Click on Members
Go to More
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.
What happens if I reach my transfers limits?
All transfers that can not be made or approved by a Manager will be turned into transfer requests and require Admin approval, except for SWIFT international transfers.
For above-limits international transfers, Managers will be asked to reach out directly to Admins or Account Holder, as Requests are not available for those transfers.
For supplier invoices, if the limit is reached the Manager will be able to create a transfer request directly in the Supplier Invoice section.
💡 Managers are also notified by email and through a push notification when their limits are updated by an Admin or Account Holder.