If you’re an account owner or account manager on your business’s Capital One account, you can add employees to Expense Management. Once an employee is added to Expense Management, they will be able to share receipts and submit expense reports for approval.
Employee requirements
In order to be added to Expense Management, an employee must meet the following requirements:
Account manager or authorized user on the business’s Capital One account.
Digitally enrolled—they can sign in to their Capital One account online.
Have a unique business email and phone number saved to their account profile.
For full instructions on adding a user to your Capital One account and enabling online access, view the Digital Enrollment Guide.
How to add an employee to Expense Management
To add an eligible employee to Expense Management, complete the following steps:
Sign in to your Capital One business account.
On your account summary, select Manage Expenses from the Payments & expenses menu.
Select Manage access.
Select the Give Expense Management access button.
Use the checkboxes to select the employee(s) you’d like to add. Once you’ve made your selections, select Review selections.
Select Give access after you’ve confirmed that you’ve selected the correct employees.
You will be redirected to a new page where you can assign roles and approvers to the employees you’ve just added. It may take a few moments for this new page to load.
Note: On Manage access, an Action needed list may be displayed. Employees who don’t meet the requirements for Expense Management access will be in this list. Select the badge near the employee’s name for more details on how to resolve the issue.
For any additional questions on adding employees to Expense Management, contact our support team at support@capitalone-fylehq.com.