How to add groups?

In Klippa it is possible to divide your employees over groups. For instance, you could create a group and link to a different value (i.e., category, cost center, cost unit, payment method, project) to only show relevant field whenever an employee submits their expense. Furthermore, groups can be used in the authorization flows and business rules.

Make sure you are signed in on the Klippa Web App

Navigate to "Company" and then "Settings". You are now in the company settings.

Click on "Groups". You can either add groups manually or import in bulk.

Further instructions are shown in the Klippa interface.

Updated on: 12/01/2023