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

  • The ability to change the payee or the owner on the expense report is only available in the expense module.

  • By default the payee and the owner are the same.

  • In order to change the payee you need to not only be the owner of the report but also have the right permission.

  • If you are an expense creator, you may not be able to change the payee. This is likely because you don't have the permission to do so. Please reach out to your customer success manager and they would be happy to create a custom role for your account. To learn more about the different expense roles, read here.

PRE-REQUISITES

  • The expense module is enabled for your legal entity / company.

  • When you are assigning a payee or an owner for an expense report, the delegate needs to have the same visibility and permissions.

HOW IT WORKS

CHANGE PAYEE AT THE RECEIPT LEVEL WHEN CREATING A NEW RECEIPT

STEP 1: Create a new receipt

By default 'Existing Report' will be selected. Please note that you will not see an option to select the payee unless it is a new report that you are creating.

Below is an example of a new receipt being attached to an existing report.

Below is an example of a new receipt being attached to a new report. You have the option to select the payee at this point. Please note the payee gets attached to the report and not the receipt.

CHANGE PAYEE AT THE REPORT LEVEL

STEP 1: Open the details of the expense report

Click on the reference number to open the details of the report.

STEP 2: Select the payee

You can select a new payee from the list of the available users. Please note, the delegate payee needs to have the same permission and visibility as the user delegating.

At this point you have the option to Submit the report in the invoice module.

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