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Create Teams within Dext expenses so approval can only be sent in team

Create teams for expenses

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Alex Black shared this idea  ·   ·  Report…  ·  Admin →

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  • Anil Dhain commented  ·   ·  Report

    Currently an Expense Report Approver has to be classed as a "User Admin". This gives them access to all the invoices on the system - even if they are sensitive. This is a huge problem for us as it gives them visibility of invoices they shouldn't see. This means they also see all the Supplier invoices on approval - again very high risk.

    I cannot use the expense approver Approval Process that has been implemented recently as not all expenses go to the same line manager, some have to go to HR to approve.

    So is it possible to have a user level where the user would have the ability to approve only the items which are relevent to them - whether it is a supplier invoice or Expense Report.

    Thanks

  • Simon Pandian commented  ·   ·  Report

    User Admin (Expense Approver) access - the approver will be able to view their team's expense claims, without having access to all documents linked to the company, and can approve them. The Finance/Accounts team will then be able to publish to the accounting system for payment.