How to Add a Group

Step by step

1. 1

   Open the division

   In Manage Companies, open the division the group belongs to — or create a group that every division shares. The phone app labels divisions Company.

2. 2

   Add the group

   Enter a name like Lunch or Office and tap Create.

3. 3

   Answer "Which group is this?"

   After a scan, SpendFlow may ask which group a receipt belongs to. Tap one of your groups — or create the one it suggests, and every receipt waiting on the same question is filed with it.