Configure Expenses - Settings and Privileges

Configure JobBag - Settings and Privileges

Ensure that these settings and privileges have been set for your users:- 

• privileges for users to approve claims
• privileges for users who can create claims but not approve them
• choose to have all claims in the organisation go through an Approvals step before posting and paying

Privileges for users to approve claims

Navigate to File > Administration > Users Maintenance.

Ensure that the following are selected:  

• View expense claims
• Create and edit expense claims
• Access other users expense claims
• Approve expense claims
• Edit approved expense claims

Privileges for users who can create claims, but not approve them

Navigate to File > Administration > Users Maintenance. 

Ensure that only the following options are selected: 

• View expense claims
• Create and edit expense claims

Turn on Approvals for your Organisation

Choose to have all claims in the organisation go through an Approvals step before posting and paying. Use this if your organisation has managers who review claims before they are posted and paid by a finance or management user. 

The alternative is that claims will be approved and posted by the finance or management users in one step. 

Navigate to Costing > Supplier Invoices > Settings 

Click on Settings. 

Select option: "Web expense claims need to be approved and posted in two steps"