Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Create Create-a-group-workspace.md #38473

Merged
merged 1 commit into from
Mar 22, 2024
Merged
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Original file line number Diff line number Diff line change
@@ -0,0 +1,24 @@
---
title: Create a group workspace
description: Create a workspace for your team's expense reports
---
<div id="expensify-classic" markdown="1">

A workspace is the set of rules, settings, and spending limits for expense reports in your organization. This includes the unique expense categories and tags, budgets, currency and tax settings, etc. that all workspace members will use. A workspace also defines the approval workflow for your employees, as well as the accounting connection if using an accounting software integration.

Here are a couple examples of when you’d want to create different workspaces:

- You have employees with expense reports in different currencies. For example, you may have a workspace for employees who live in the US and submit their reports in USD and a workspace for employees who live in Canada and submit in CAD.
- You want to limit specific groups of people to their own set of expense coding options (categories/tags) then they can separate their employees by Sales, Marketing, Support, etc.

To create a group workspace,

1. Hover over Settings, then click **Workspaces**.
2. Click the **Group** tab on the left.
3. Click **New Workspace**.
4. Enter the workspace name and select a workspace type.
- **Collect**: Ideal for small groups who only need basic features like expense approvals, reimbursement, corporate card management, and integration options.
- **Control**: For groups that need a deeper level of control and configurations, like multi-stage approval workflows, corporate card management, integrations, and more. This is the most popular option.
5. Set up your workspace details including the workspace name, expense rules, categories, and more.

</div>
Loading