By assigning responsibilities in the expense area, you can grant specific employees authority over expense types, expense reports, and expense responsibility areas.
Step 1:
Click on Expenses > Manage Responsibilities.
You can access the authorization area by clicking on "Add."
Navigate to the section where you want to assign responsibilities.
In the first step, select the department to which you want to assign responsibilities. Then, choose the position and the employee to whom you will grant authorization.
Expense Type Responsibility Information:
Delete Expense Type
View Expense Type
Add Expense Type
View Expense Type
Expense Report Responsibility Information:
Manage Expense Report Module Responsibilities
View Expense Report List
Expenses Responsibility Information:
Manage Expense Module Responsibilities
Add Expense List
View Expense List
Respond to Expenses
Update Expense List
Delete Expense List
After selecting the desired areas, you can click "Add" to define the responsibilities.
After assigning responsibilities to employees, you can make edits by clicking on the pencil icon, and you can remove the employee's authorizations using the trash can icon.
