After activating the expense review feature, you will need to make sure your approvers have the correct permissions enabled. To do this, follow the steps below:
1. From the left side menu, select Configure > Permissions.
2. Select the role or custom role that you want to grant access to.
3. Scroll down to ‘Expenses’ and you will see three options to choose from. Make sure you choose either:
- Can see the expenses to review and generate expense reports.
- Can see the expenses to review.
Note: If you cannot find the correct permissions, check that the expense review feature has been activated. Permissions are only available to configure after activating the feature.
Tip: Ensure that users responsible for reviewing expenses are assigned the appropriate role with the necessary permissions enabled.
After activating the expense review feature, you will need to make sure your approvers have the correct permissions enabled. To do this, follow the steps below:
1. From the left side menu, select Configure > Permissions.
2. Select the role or custom role that you want to grant access to.
3. Scroll down to ‘Expenses’ and you will see three options to choose from. Make sure you choose either:
- Can see the expenses to review and generate expense reports.
- Can see the expenses to review.
Note: If you cannot find the correct permissions, check that the expense review feature has been activated. Permissions are only available to configure after activating the feature.
Tip: Ensure that users responsible for reviewing expenses are assigned the appropriate role with the necessary permissions enabled.