To highlight some distinctions between an admin user and an accounting user in this system, here's a concise list to clarify their respective capabilities:
- Admin and/or Accounting users can have expense reports to approve that are not ready yet for approval.
- Accounting users can make changes or edits to Expense Reports, regardless of where it is in the submission cycle.
- Admin users cannot make any changes.
- Accounting users can see previous Expense Reports that were closed, Admins cannot.
- All Admin users get notified about their own permission updates.
- To review the Expense Reports that are ready for your approval, go to the Dashboard and from the Reports to Approve section you can approve at that moment.
- Admin and/or accounting users can see everyone's reports, including other admins reports
Generally, as and admin/accounting user you will be able to see:
- My Current Work – yours or other users’ open reports
- My Recent Work – yours and other people reports you've touched.
- All My Work - everyone's open or approved reports, yours and others.
Important!
Your organization can have multiple accounting users. All Accounting users will get a notification about a pending Expense Report ready for approval. The user with less line items pending approval will end up getting this Expense Report for approval.
Accounting users have no rules. They can select any Expense report and make any necessary edits or comments.