AVAILABILITY

If you are interested to learn more about the expense module please email product@beanworks.com or reach out to your customer success manager.

NOTE

  • Expense Creator and Expense Admin are new roles that can be assigned to the employees using the expense module.

  • There is no separate role for an expense approver. The expense reports are approved in the invoice module, the expense report approval channels are separate from the invoice approval channels. A user with an invoice approver role can approve the expense report type invoice.

EXPENSE CREATOR

  • Has full access to receipt management.

  • Has full access to the report management.

  • Can not create expense approval channels. (Only system admins can create approval channels)

  • Can not access other employees receipts.

  • Can not access other employees reports.

EXPENSE ADMIN

  • Has full access to receipt management.

  • Has full access to report management.

  • Can not create expense approval channels. (Only system admins can create approval channels)

  • Can access other employees receipts.

  • Can access other employees reports.

  • Can change the payee on the report.

Did this answer your question?