Administrator: Set alert amounts

Updated by Jennifer B.

When adding categories

  1. Click your name at the top of your dashboard.
  2. Select Administration.
  3. Click Additional Living Expenses in the Tasks menu.
  4. Click Categories.
  5. Click Add normal expense category.
  6. Enter the category name.
  7. Select the Alert team members when submitted expenses equal or exceed a set amount checkbox.
  8. Enter the alert amount.
  9. Click Add.

For existing categories

  1. Click your name at the top of your dashboard.
  2. Select Administration.
  3. Click Additional living expenses in the Tasks menu.
  4. Click the vertical ellipsis [vertical ellipsis] on the line of the category for which you want to set the amount.
  5. Select the Alert team members when submitted expenses equal or exceed a set amount checkbox.
  6. Enter the alert amount.
  7. Click Save.

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