With Assistant Mode in Zevoy, designated users can manage expenses and claims for others, including the following tasks:
Upload receipts and submit expenses
Create travel and expense claims
How to Enable Assistant Mode:
To allow users to manage expenses and claims on behalf of others, follow these steps:
Activate the Feature
Go to Settings in the Zevoy Hub, then select the Features page to enable the Assistant Mode feature.Assign Assistants
Navigate to the Users page and open the profile of either the assistant or the assistee.Configure Assistant Permissions
In the Assistant tab, select the users the assistant can support (i.e., manage expenses for) or users who can assist the current user. Save the changes to complete the setup.
Need Help Managing Expenses as an Assistant?
If you're an assistant, click here to learn how to manage expenses on behalf of another user.