Accounting

There are some key distinctions between Admin and Accounting users in this system regarding their roles and permissions related to Expense Reports.

Approval and Editing Capabilities

• Expense Report Approval:
  • Both Admin and Accounting users may have Expense Reports awaiting approval that are not yet ready for final approval.
• Editing Expense Reports:
  • Accounting users can modify or edit Expense Reports at any stage of the submission process.
  • Admin users do not have permission to make any changes to Expense Reports.

Access to Expense Reports

• Accounting users can view previously closed Expense Reports.
• Admin users cannot access closed Expense Reports.
• Both Admin and Accounting users can view all Expense Reports, including those submitted by other users and admins.

Notifications and Permissions

• All Admin users receive notifications about changes to their own permissions.
• Multiple Accounting users can exist within an organization. When an Expense Report is ready for approval, all Accounting users are notified.
• The Expense Report will be assigned to the Accounting user with the fewest pending line items for approval.

Viewing Work in the System

As an Admin or Accounting user, you can access the following views:

• My Current Work: Open reports for yourself or other users.
• My Recent Work: Reports you have recently accessed or modified, for yourself and others.
• All My Work: All open or approved reports for everyone, including your own and others'.

Important Notes

• Accounting users have no restrictions on selecting Expense Reports; they can choose any report and make necessary edits or add comments.
• To approve Expense Reports ready for your review, navigate to the Dashboard and use the “Reports to Approve” section to take action immediately.