Role: ✔ Admin, ✔ Team Manager, ✖ Employee
As an Admin or Team Manager using Spenmo, you have the power to efficiently check and manage user balances right from your dashboard. This ensures smooth transactions and enables you to make informed decisions regarding fund distribution and approvals. Here's how you can easily check user balances:
Checking User Balance as an Admin:
Locate and click on the "Budgets" tab available on the dashboard.
Here, you'll find a list of teams you've created. To view user balances for employees across the company, click on the team you want to look into.
And there it is! You will be presented with the current balances of all users within the selected team.
Clawback Funds (Optional): Should you need to retrieve funds from a specific employee's wallet, simply click on the dots under Action and select "Clawback." If the funds are reclaimed under the company, they return to the company's main wallet. If done under a specific team, they go back to the team wallet.
Checking User Balance as a Team Manager:
- As a Team Manager, you'll follow a similar process. Log in to your Spenmo dashboard and navigate to the "Budgets" tab. You will only see the teams you're a part of. Click on the team you want to look into.
- Within the team profile, you can view the balances of all team members.
- Clawback Funds to Team Wallet: If necessary, reclaiming funds from a team member's wallet will return them to the team wallet.
Note:
You cannot specify how much you want to clawback, the function will result in all the funds being removed from the employee's wallet. If you'd like to get back a specific amount of funds, you can always use the 'Request Money' function on your home page.
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