August 2023 Release Notes
Team Wallet
Overview
We are thrilled to introduce the highly anticipated “Team Wallet” feature, enhancing the way Teams manage their funds and streamline order purchases. With Team Wallet, Admins now have the power to add funds to their Team Wallet and allocate them to individual team members. Team members can then use the allocated funds to make purchases, simplifying expense management and promoting seamless collaboration.
Key Features
1. Fund Allocation:
Admins can now add funds to the Team Wallet and efficiently allocate specific amounts to each team member. This empowers Admins to control team expenses effectively while providing members with the flexibility to make purchases.
2. Simplified Order Process:
Team members can make purchases using the allocated funds directly from their Team Wallet. No more hassle of individual reimbursements or payment approvals. The purchase process is now streamlined and more convenient.
3. Transparent Fund Tracking:
The Team Wallet page offers Admins a clear and comprehensive view of fund usage. Admins can monitor how funds are being utilized by team members, ensuring transparency and accountability.
How to Use
For Admins:
- Go to the “Team Wallet” section in the Admin dashboard.
- Select the Team you would like to add funds to.
- Allocate funds to individual team members based on their respective needs or budgets.
For Team Members:
- Visit the “Team Wallet” page from your account.
- View the funds allocated to you by the Admin.
- Use the allocated funds to make purchases for approved orders seamlessly.
A Quick Video
Important Notes
- Only Admins have the authority to add funds to the Team Wallet and allocate them to team members.
- Team members can only use the funds allocated to them and cannot access or use funds allocated to others.
Feedback
Contact Support
If you need any assistance or have questions regarding the Team Wallet feature, our support team is here to help. You can reach out to us through email /contact form
Release Date
The Team Wallet feature will be available to all users starting 7.31.23
Version
- This release includes “Team Wallet” feature in Version 1.0 of our product.
- We hope the Team Wallet feature brings greater convenience and efficiency to your team’s expense management. Thank you for choosing our product, and we look forward to continuing to improve your experience with future updates.
