Only certain users can create expense reports. This is dependent on their level of User Privilege.
- Admin Users can create and edit anyone's Expense Reports
- Expense Approvers can create Expense Reports for any user if they have the 'Expense reports' toggle turned to "ON"
- Basic Users can create Expense Reports for only themselves if they have the 'Expense reports' toggle turned to "ON"
Note: the Expense Approver role is only available for Optimize Partner Accounts, or accounts with the Advanced Expense Reports add-on package. Find out more about the different Receipt Bank products here.
You can find the 'Expense reports' toggle when adding a new user to an account, or when editing the permissions of an existing user from the 'Account Settings'>'Maintain Users'>'Manage'>'Edit User Privileges' window.