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Can My Client Create Expense Reports?

Whether or not your client can create expense reports depends on the level of access you have given their user account.

Basic users are only able to submit and view items, and are unable to create expense reports unless you specifically allow them to.

The aptly named ‘Expense approver’ level of access is capable of creating expense reports, as well as submitting and viewing items.

Admin level users are also able to create expense reports.

Top Tip: It’s easy to control what level of access your clients have. To do so, simply go to the ‘Maintain users’ panel in your client’s ‘Account settings’. Click the ‘Manage’ button, and then select ‘Edit User Privileges’. From here, you can choose which level of access the user account will have.

 

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