How to setup a user who can run expense reports and take printouts of expense receipts?
Find resources designed to help you get the most from Replicon
Web TimeSheet administrator wants to setup a user in such way that the user has the ability to run only expense reports and view the data of all the employees as well as the user should have the ability to take printouts of expense receipts. The user does not enter any time in the timesheet and is not an approver.
In order to accomplish this requirement a new permission in Web TimeSheet and modify the permission enabling the ability to view all the data only for the expense reports and the ability to edit historical expense sheets of other users. Assign the new permission profile to the user and disable any other permissions from the user's profile. Ensure the user has an expense seat assigned under the user profile. The user should now be able to run the expense reports on all the users' data and to view the historical expenses sheets. In-order to take printout of the expense receipts the user will have to edit expense sheets from historical expenses and then print them.
To create the new permission follow these steps:
To assign the newly created permission to the user follow these steps: