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Expense Receipts/Claims - All Employees

  • December 20, 2021
  • 3 replies
  • 1124 views
E
Varsity I
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How do I set up the Expense Module to be able to see all the expense receipts and claims.  I am assigned the Admin role.  However, I don’t have the ability to see all employee expense receipts and claims.  I can all view my employee numbers.  I didn’t set the security.  Any ideas how to make this change.  My work around is to log on to the user to troubleshoot issues.

Evan

Best answer by vkumar

Hi @EvanG 

You can view all Expense claims and Time cards of other employees,

  • if the user you are using to logon to Acumatica is linked to an Employee, and the employee is on ‘highest’ level node on company tree. Employee will have access to the employee documents on lower level nodes on company tree.
  • or, when logged on user linked employee has been added on ‘Delegate’ tab of all other employees

Hope this helps,

Regards,

    S
    E
    Glen Martin

    3 replies

    V
    Acumatica Employee
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    • vkumar
    • Acumatica Support Team
    • Answer
    • December 21, 2021

    Hi @EvanG 

    You can view all Expense claims and Time cards of other employees,

    • if the user you are using to logon to Acumatica is linked to an Employee, and the employee is on ‘highest’ level node on company tree. Employee will have access to the employee documents on lower level nodes on company tree.
    • or, when logged on user linked employee has been added on ‘Delegate’ tab of all other employees

    Hope this helps,

    Regards,

    VijayKumarU
    Chris Hackett
    Glen Martin
    E
    Varsity I
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    • EvanG
    • Author
    • Varsity I
    • December 21, 2021

    I appreciate your assistance.  It worked. 

    Thank you

    Evan

    V
    J
    Varsity I
    Forum|alt.badge.img

    If the Employee  Approval Cycle is based on Reporting To , how i can give Full Access of X  Personnel to View full Expenses and Claims and Reports  

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