Admins with expense management permissions will see the [Expense Management] menu in the left sidebar, and can view receipts, review them, and finalize expense management.
Granting Permissions
Go to [Settings] → [Permission Settings] at the bottom of the left menu, and grant the following permissions to expense management admins.
Receipt Management: View all company cards and receipt details, and review submitted information and expense report documents to finalize expenses.
Expense Management Settings: Configure financial institution integration, purposes, policies, etc. (Granting Expense Management Settings permission automatically grants Receipt Management permission.)
Create permission groups and assign permissions according to each person's job responsibilities.
FAQ
Can I set the expense menu to be visible only to certain employees?
Can I set the expense menu to be visible only to certain employees?
When using the Expense Management service, the [Expenses] and [Expense Management] menus will appear in the left menu.
[Expenses] is visible to all employees regardless of permissions and cannot be configured separately.
[Expense Management] menu is only visible to employees with the appropriate permissions.