Scenario:
A Finance Administrator in a company may require to raise only Expenses and hence would be provided only with an Expense license. Under such a circumstance if the company wants the Administrator to raise expenses against Projects to bill the client, it would not be possible.

Cause:
When a user is assigned with Expense license only, then, the Web TimeSheet will allow the individual to raise Generic Expenses only. The user cannot raise expenses against any project.

Resolution:
The user has to be assigned TimeBill license to be able to raise expenses against projects. To enable the same follow the steps given below.

  • Assign TimeBill Module to the Administrator (refer attached image).

         

  • Make sure to have Administrator in the Project Team and the Expense Type is listed under Allowable Expenses on Project screen.
  • Ensure Expense permission assigned is Project specific as shown below.