Problem reported by Ian Cray 10 years ago
At present my staff enter expenses as they come in however once submitted they can no longer see them whilst they are unapproved - they get a permissions error. This means that they cannot tell how far they had got in their data entry process. Enabling them to review expenses allows them to see every ones expenses......
SolvedHome > Users > Manage > Edit Permissions
Is there anything within their that can help?
Hi Kevin
The only perms not checked for them is the Review Expenses one but that gives access to everyones expenses......
Cheers
Ian
Thanks for clarifying, handy to know.
Hi Ian,
You need to head to Home > Users, click on the pencil icon for the employee in question and select them from the drop down list for "if an employee please select" field.
Please view the screenshot attached.
This should only allow them to view their own expenses when review expenses permission is set to full.
If you need any further information please don't hesitate to ask.
All the best,
Shaz
Hi Shaz
His role is currently set as an 'employee' - what impact will changing him to a 'user' have?
Cheers
Ian
Hi Ian,
You can leave the role as employee, but what I was pointing at was ensuring that the employee was selected in the "if an employee please select" field.
Kind Regards,
Shaz
Hi Shaz
He is already selected in the "if an employee please select field"......... happy to do screen shots but would need to be off this forum.....
Cheers
Ian
Hi Ian,
I viewed your account and I can confirm that he is selected from that list. Therefore, he should only be able to view his own unapproved expense items in the unapproved list. Please can you confirm this from your end?
Thanks,
Shaz
Hi Shaz
Unfortunately not until Thursday - will let you know then. Much appreciate your help todate
Cheers
Ian
Hi Ian,
Whilst ensuring that he is selected from that drop down list, you will need to set his permission settings to full for the option to review expanses.
By clicking on the pencil icon to his name, in the home > users page and then clicking on the show all permission options link and ensuring full permission is given for the option to review expenses. Once that has been done, scroll down and click the update user button.
Please view link for illustration: http://prntscr.com/5cr6vk.
Regards,
Shaz
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