All Collections
General Knowledge
Expenses User Permissions
Expenses User Permissions

By default, only billing account holders have access to Expenses. Here's how to add existing users and set approver permissions.

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

When a company is set up on AutoEntry, only the billing account holder has immediate access to the Expense Reports folder. Access for other users must be set in their Permissions.

📌TIP: Guidance on adding a user to your AutoEntry account can be found here.

How to add a user to Expenses

  1. Click the People tab on the left-hand side of your screen.

  2. Select Edit for the user you need to add to Expenses.

  3. Select the relevant company from the drop-down menu.

  4. Click the permission type you would like to grant this user. More than one of these options can be selected, and changes save automatically.

Expenses permission types

  • Submitter - Can upload expenses, add to reports and submit for approval to an approver. Submitters cannot see any expenses uploaded by other users. A submitter's expenses are not visible by an approver or admin user until added to a report and submitted for approval.

  • Approver - An approver has the ability to approve/reject expense reports submitted to them by submitters.

  • Edit Before Approval - An added level to the approver where submitted reports can be edited by the approver before approval.

  • Admin - An admin user has the permissions to add/edit user permissions and set Expense Categories within Manage Lists.


Last edited:

Aug 10, 2023, 11:47 AM

Did this answer your question?