My Team allows business owners and decision makers to centralize company’s financial activity and bring about organizational transparency. Furthermore, for companies that rely on sub/contractors who work in the field servicing clients or working on construction sites, Veryfi enables real-time field intelligence for better, faster and cost efficient decision making.
My Team is about working better together to make sure your finances are in order and you are maximizing your tax deductions.
Note: My Team is only available on a subscription plan and 14 day trial.
By default, team members will have a static monthly budget, which is set either when adding the team member or by editing their settings at a later date.
To edit a team member’s settings, simply click the VIEW button next to their avatar.
If your team’s budgets need to be set on a month-by-month basis, select the TEAM BUDGET CALENDAR tab. Here you can specify each team member’s budget for any specific month. Any months that aren’t explicitly configured here will inherit the team member’s default monthly budget.
Every member of your team will inherit the company’s categories by default. If you’d prefer to limit the categories that are available to specific team members, you can do this on the TEAM CATEGORIES tab. This is especially useful when your team members are only permitted to incur expenses in specific categories.
Let’s say only a couple of your team members will be incurring expenses on your company’s behalf and several team members will need to track their time spent on projects. The first group will need to have the Money product enabled on their account and the second group will need Timesheets enabled. Of course, these two groups could intersect and some team members may need both the Money and Timesheets products.
To configure which team member has access to specific products:
If there is no longer a need to collect and manage data for a member of your team, but there may be in the future (e.g. for contractors that get re-hired), their account can be temporarily deactivated. This will revoke access to all of the mobile apps, as well as their online Veryfi Hub account. In the future, their account can be re-activated again.
To deactivate a team member’s account:
To activate a deactivated team member’s account, the steps are similar as above, only this time you will be picking the Activate team member option.
If you’d like to permanently delete a team member’s account, you can do so from the same 3-dot button. Note that the team member must first be deactivated before the option to delete their account becomes available.
Please be extra cautious with this option as all of this team member’s data will be wiped, permanently and immediately. This is irreversible.
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