All Videos Transaction Manager Import Transactions View Imports View Transactions Add New Template - General Add New Template - Columns Add New Template - SFTP Add New Template - Expense Creation Add new Template - Schedule and Submission Edit Transaction Template Delete Transaction Template Edit SIC Mapping User and Group Manager Add New Group Set Permissions Add User to a Group Assign Roles to a Group Link Categories to a Group Modify User Group Delete User Group Add User - General Add User - User Defaults Add User - Permissions Add User - Member Of Add User - Authoring Add User - Roles Modify User Delete User Restore Deleted User Send Password Recovery Email Remove Account Lockout Force Password Change Workflow Manager Add New Role - General Add New Role - Approvers Add New Role - Approver Groups Modify Role Delete Role Add New Condition Modify Condition Delete Condition Policy Manager Add New Policy Modify Policy Delete Policy Xporter Add Template Add, Edit or Delete a Data Column Edit Template Delete Template Automation Manager Add New File - General Add New File - Scheduling License Administrator Buy Analysis License Edit Billing Information Contacts Analysis Manager Settings Company Information Communication Categories Add Category General Field Labels Vendors GL Codes Groups Edit Category Delete Category Company Links Add Edit or Delete Company Links Hosted Documents GL Segments Edit GL Segments Delete GL Segment GL Rules Payment Types Add Payment Type Edit Payment Type Delete Payment Type Projects Add Edit or Delete Projects Billable Sources Taxes User Defined Fields Report Fields Advanced Settings Security & Privacy
![ExpensePoint White Logo.png]](https://support.expensepoint.com/hs-fs/hubfs/ExpensePoint%20Logos/ExpensePoint%20White%20Logo.png?height=40&name=ExpensePoint%20White%20Logo.png){kind=small}