Group an Item

Grouping items is optional for most account types but can assist in filtering claims as well as reporting. Items can be grouped in several ways.

Corporate Card items are automatically assigned group names based on the statement period they belong to. For Cash Advances group names are mandatory, refer to Cash Advance Submission for more information.

Group names cannot be changed for cash advances, and you will see a lock icon for these. Other group names can be changed.

Note

Group names cannot be created from the Mobile App, but are on the roadmap.

How to group an item?

Expenses Dashboard

1. From the Expense dashboard, select GROUP at the bottom of a card you would like to group, as shown in the following screenshot...

   

   The Group dialog is displayed, as shown in the following screenshot...

   

2. Select an existing group, or click the CREATE NEW GROUP link, as shown in the following screenshot...

   

3. When you click the CREATE NEW GROUP link, the Create Group text box is displayed, as shown in the following screenshot...

   

4. Type the group name and select SAVE.

   The item will be updated with the new group name as shown in the following screenshot...

   

   Tip

   Additional expenses can now be linked to the newly created group as shown in the following screenshot...

   

Claim Form

1. Access an existing claim.

2. Navigate to the Group section, click in the group field and select a group from the list, as shown in the following screenshot...,
   

   To create a new group, type the name of a group in the Group field, as shown in the following screenshot...
   

3. Once the claim form has been completed, select the SAVE or SUBMIT button.

Groups Tab

1. Select the GROUPS tab to view a list of all current group names (filtered by the status selected), as shown in the following screenshot...

   

2. On the left side of the page, you can view items that are not grouped. Select the GROUP link at the bottom of a card you would like to group, as shown in the following screenshot...

   

   The Group dialog is displayed, as shown in the following screenshot...

   

3. Select an existing group, or click the CREATE NEW GROUP link.
4. When you click the CREATE NEW GROUP link, the Create Group text box is displayed.
5. Type the group name and select SAVE. The item will be updated with the new group name.

6. Refresh the page and once you have completed the grouping task, you click the SUBMIT GROUP button to the group by selecting, as shown in the following screenshot...