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.
Depending on permissions defined by Admins or Account Holders, Managers can make transfers and review transfer requests autonomously, up to certain limits.
When Admins or Account Holders have set limits for Managers, they can only make transfers or approve transfer requests:
with an amount below per-transfer limit
if the cumulated amounts of this transfer and the ones already committed for the month remain below their monthly limit
Within these limits, Managers can:
make or approve non-recurring External standard transfers (SEPA), external International transfers (SWIFT) and bulk transfers
edit transfers initiated or approved by themselves
pay and approve supplier invoices payments
make or approve recurring External standard transfers (SEPA), regardless of their limits
edit transfers initiated or approved by other members, regardless of their limits
make or approve transfers above their limits
All transfers that can not be made or approved by a Manager will be turned into transfer requests and require Admin approval, expect 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.