When a company is set up on AutoEntry, only the billing account holder has immediate access to the Expense Reports folder by default. If you want others to be able to access this folder to be able to process expenses, this must be set in their permissions.
Expenses permission types
Submitter
Submitter
A submitter can:
Upload expenses
Add expenses to Expense Reports
Submit an expense for approval to an approver
Submitters can't see any expenses uploaded by other users. A Submitter's expenses aren't visible by an Approver or Admin user until added to an Expense Report and submitted for approval.
Approver
Approver
Becomes available to select as an Expenses Approver in the user settings who then approve or reject Expense Reports submitted to them by submitters.
Edit Before Approval
Edit Before Approval
This is an added level to the Approver where submitted reports can be edited by the approver before they approve it.
Admin
Admin
An admin can:
Add user permissions
Edit user permissions
Set Expense Categories within Manage Lists
Give a user Expenses permissions
You can assign any existing user one of the expense permission roles listed above.
Click the People tab on the left-hand side of your screen.
Click the edit icon for the user you need to add to Expenses.
Select the relevant company from the drop-down menu.
Scroll down to the Expenses section. Click the permission type you would like to grant this user. You can select more than one
Changes save automatically.
📎NOTE: If you select someone as an Approver, they won't be able to approve expenses until you assign them as an Expenses Approver in the Settings tab too.
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