You can limit the visibility of categories and expense fields to certain groups. If you've created Team Fields to segment your employees into groups (i.e. Department, Location, etc.), you can scope the visibility of your Categories and Expense fields based on these groups.
Note: If the category/expense field is not available to people associated with a specific team field, they are blocked from selecting it on their expenses.
Limit Visibility of Categories Using Team Fields
In this example, the Team Field we're using to limit the visibility of the categories is Location.
1. Head to Settings and navigate to the Categories page.
2. Select Limit category visibility by team field, and select the desired field list from the drop-down menu.
By default, each category is visible to all employees:
If certain categories only need to be seen by certain groups, you can edit the visibility.
3. Click ALL in the Visible to Location column.
4. Select Limit category visibility by team field, then choose the location from the dropdown menu.
5. Click Save when finished.
Limit Visibility of Expense fields using Team fields.
By default, all users have visibility into new Expenses field. However, the visibility can be restricted to specific groups within your organization based on any configured Team Fields.
1. Head to Settings and navigate to the Expense Fields page.
2. Edit the desired Expense field.
3. Select the desired Team field from the Visible to menu.
4. Save the changes.