Admin

Group Owner

Team Member

View Only

See own transactions

✅

✅

✅

❌

See all transactions

✅

👥

❌

✅

Upload Transactions Receipt

✅

👥

✅

❌

Edit Transaction Category

✅

👥

✅

❌

Receive own transaction notifications

✅

✅

✅

❌

Receive all transaction notifications

✅

👥

❌

❌

Post Transaction Review

✅

👥

❌

❌

Create and Manage Sub Budgets

✅

👥

❌

❌

Sync Transactions to Connected Accounting Software (ie: Xero)

✅

❌

❌

❌

Admin

Group Owner

Team Member

View Only

View Repayments

✅

❌

❌

✅

See Statement

✅

❌

❌

✅

Set Autopay (eDDA)*

❌

❌

❌

❌

Make Repayment (auto or manual)

✅

❌

❌

❌

Receive statement and repayment notifications

✅

❌

❌

❌

Admin

Group Owner

Team Member

View Only

Create card

✅

👥

❌

❌

Create own card

✅

✅

✅

❌

Own a card

✅

✅

✅

❌

Order Physical Card

✅

👥

❌

❌

View Others' Cards

✅

👥

❌

✅

Delete cards

✅

👥

❌

❌

Freeze own Card

✅

✅

✅

❌

Freeze others' cards

✅

👥

❌

❌

Edit own Card Title

✅

✅

❌

❌

Edit own Card's Limit

✅

✅

✅

❌

Edit others' Card title and spend limit

✅

👥

❌

❌