What is a Location and how to create one?

It can be challenging to organize work teams if your company has several branches or employees spread around Brazil or the world.

With that in mind, we provide a feature on our platform to easily identify employees and their expenses by location.

So, if your company has sales teams in the states of São Paulo, Minas Gerais and Paraná, for example, you can view in detail the expenses of each one of them by choosing the desired location.

How to create a Location

To create a location, there are two possible ways:

1. When creating a new user

When creating a new user, you can select or create a new location where the user is located. To do this, you need to perform the following steps:

  1. Access the Team tab;
  2. Click the Create + and New User button;
  3. Under Options, click Choose or create a location;
  4. Select an existing location or enter the name of a new location and click Create Location.

2. Only a new location

There is also the option to create a new location without necessarily linking it to the creation of a user. For that:

  1. Access the Team tab;
  2. Click Create + and New location;
  3. Enter the name of the new location - Ex: São Paulo;
  4. Click Add New Location.

Important: For now, it is not possible to edit or delete locations already created.


Need help? Talk to us.

Chat in the Help Center or on our platform

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