What is a primary department?
If a primary department is selected for a coworker, this department will automatically appear on the expenses added by this coworker.
- You don't have to choose a primary department for a coworker. If coworker who hasn't been assigned a primary department adds an expense, you can easily manually add a department in the Select department field on the expense.
How do I assign a primary department to a coworker?
Under the individual coworker's settings (select Coworkers on the left side menu, then click on the three dots right next to the desired coworker). you can indicate a primary department for that coworker:
You can choose from departments that have already been created on the company account (if no departments were created, the ability to select a primary department will not be visible). You must ensure that you have created all desired departments under Settings > Departments before choosing the primary department of a coworker.
- You can also use the company's workflow to automatically assign selected expenses to a given department. Read more about how to set up a workflow for the company here .