Allow spenders to select from only specific cost centers while adding their expense details.
Assign cost centers to users
Select the Settings tab in the left side panel, then the View employees page within the Employees drop-down.
Select the row of the employee to assign their allowed cost centers. The employee must be active.
In the Edit employee pop-up, select the employee’s allowed cost centers from the drop-down list in the Expense details section of the pop-up.
Select the Save button to finish.
After you’ve assigned allowed cost centers, the employee will only be able to select from their allowed cost centers while adding expense details.
Bulk assign cost centers
To bulk assign allowed cost centers, use the checkboxes to select employees. Then, select the Edit button on the right above the table. In the Bulk edit employee details pop-up, select the employees’ allowed cost centers from the drop-down list in the Expense details section of the pop-up.
Assign cost centers based on employee details
To assign allowed cost centers based on specific details, like department or location, apply your desired filter. For full instructions on applying filters, read the Filter and export employee details help article. Then, bulk assign cost centers to the employees in the filtered list.
If you have any more questions about restricting cost center visibility, contact our support team at support@capitalone-fylehq.com.