Limit Visibility of Categories and Expense Fields via Team Fields

If you have created Team Fields to segment your employees into groups (e.g., Department, Location), you may limit the visibility of categories and expense fields to certain users, based on these groups. 

Limit Visibility of Categories

In this example, we will use the Location Team Field to limit the visibility of categories. 

1. Click on Company Settings and navigate to the Categories screen.

   

2. Click on Limit Category Visibility by Team Field, then select the desired field from the drop-down menu.

   

3. By default, each category is visible to all employees. If certain categories only need to be seen by certain groups, you may edit the visibility.

   In the Visible to: Location column click ALL.

   

4. Select Limit Category Visibility by Team Field, then choose the location(s) from the drop-down. 

   

5. Click Save. 

Limit Visibility of Expense Fields

By default, all users have visibility into new Expense fields. However, the visibility can be restricted to specific groups within your organization based on any configured Team Fields.

1. Click on Company Settings and navigate to the Expense Fields screen.

   

2. Scroll down to the desired expense field and click Edit. 

   

3. Under Visible to, click on Specified (Team Fields) and select the desired field(s) from the drop-down.

   

4. Click Save.