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, by navigating to the manage section of the menu, opening the My Team (Partner Accounts) or Users pages and clicking the manage button of the person you need to update and then click the Edit User Privileges button and adjust accordingly.