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 logged in to the Klippa Web App as a user with "admin" rights.

In the left menu, navigate to Settings and then Company. You are now in the company account settings.

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

Further instructions are shown in the Klippa interface.

Updated on: 09/05/2023