Quick Guide: Adding Expense User

Quick Guide: Adding Expense User Simple steps to follow to add your Expense Users. Sharon Mulligan

Setting up a new Expense user can be done in just a few short minutes.

Here's a quick step guide on how you can set up your user!

  1. Setup a new Supplier account for your Expense user in the Companies module.

  2. To add an Expense user, click on Settings on the top right of your screen, then click on Module Settings.

  3. Click on the Assign Expense Users tile.

  4. Click on the + button to add a new user.

  5. Select the Enterpryze User, assign all relevant information.

  6. Click on Save.

Your user is ready to go and can start adding Expenses.

For more details on Expense user set up, such as field explanations, check out this full article over in our help center!

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