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Overview

Departments help you organize your team and allocate expenses by business unit. Each department can have its own cost center code and default approver, making it easy to route expense reports to the right manager and track spending per department. To manage departments, navigate to Settings > Departments in the left sidebar.
Only users with the Admin or Owner role can create and manage departments.

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Create a Department

1

Open Department Settings

Navigate to Settings > Departments. The page displays all existing departments.
2

Click Add Department

Click the Add Department button at the top of the page.
3

Enter Department Details

Fill in the department form:
  • Name (required), The department name (e.g., “Engineering”, “Marketing”, “Sales”)
  • Cost Center: A code used for financial reporting and accounting integration (e.g., “CC-100”)
  • Default Approver: Select the manager who will receive expense reports from members of this department for approval
Setting a default approver streamlines the approval workflow. When an employee in this department submits an expense report, it is automatically routed to the designated approver.
4

Save

Click Save to create the department. Team members can now be assigned to this department from the Team page.

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Edit a Department

Click any department in the list to open its detail panel. You can update the name, cost center code, or default approver. Click Save to apply changes.

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Assign Members to Departments

Members are assigned to departments from the Team page:
  1. Navigate to Team in the sidebar
  2. Click the employee you want to assign
  3. Select the department from the Department dropdown
  4. Click Save
You can also assign departments when inviting new members.

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Archive a Department

If a department is no longer active but you need to retain its historical data:
  1. Click the department in the list
  2. Click Archive
  3. Confirm the action
Archived departments are hidden from the department dropdown when assigning members but remain visible in historical reports and exports. You can restore an archived department at any time.
Archiving a department does not reassign its members. Update member department assignments before archiving if needed.

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What’s Next?

Team Management

Assign team members to departments

Categories

Set up expense categories