ProOnGo has a work flow designed especially with businesses in mind. Employees submit expenses to managers, who approve or deny the expenses. We know that isn’t always the end of an expense’s journey, though. Sometimes the manager has to submit to the CFO, or another manager. Then that manager sends the expense off to their manager, and so on until the expense finally gets reimbursed.
ProOnGo lets you add as many levels of management as you want.
Here’s how to use it:
Start at the Employees Tab of the web portal.
Click the bright yellow “Add Employee” button, and enter in your employee’s information. They’ll be asked via email to confirm.
By now you may have noticed the ‘Add Admin’ button in the Employees tab and are tempted to click on it. I should let you know that there’s a difference between a Manager and an Admin. An Admin has the same rights and access as the creator of the account, most notably access to QuickBooks information, whereas a manager has the power to approve or deny the expenses of only their employees.
Once you’ve created the manager and they’ve accepted your invitation to get access to the account, they can add employees under them by going to the settings tab and clicking the “Add Employee” button. If the employee under them also has employees under them, the setup is the same.
Or, you can add sub-employees to a manager’s account for them, by clicking the “0 Employees” button next to a manager’s name. From that screen, click the ‘Add Employees’ button and add an employee as you normally would.
Here’s a pro tip: If you go into the settings of an employee by clicking on the gear tab, you can set an “expense limit” for that employee. The amount you set is the amount up to which the employee doesn’t have to seek expense approval. Say you set the employee’s expense limit to $2500. He can approve his team’s expenses up to $2500 without getting further expense approval from you, his manager. Then you can send them straight to QuickBooks.
Now your managers have managers, and your employees have employees. Now go, start filing expenses!