Restrict Expense Categories and Vendors that a given user can see

By default, every user is able to see all Expense Categories and Vendors that have been created. If each user will only ever need to use one or two of these accounts or vendors, why should they be given access to the rest? It will only cause confusion and potential errors. In addition, since home addresses are attached to employee reimbursement vendor records, it's a privacy issue. If supervisors can restrict which Expense Categories and Vendors that each user can use, Expense Management will be a much more effective system.

  • Nate Adams
  • Sep 17 2019
  • Needs review
  • Attach files
  • Guest commented
    4 Mar, 2021 03:08pm

    As mentioned below, we only use Expense Management for reimbursements, primarily for travel. Being able to use GL accounts would be much more efficient and restricting the accounts a staff member can choose can minimize errors.

  • Lisa Ackendorf commented
    1 Mar, 2021 11:52pm

    Better yet, forget expense categories and just have a list of GL accounts each user can select from. Or at least have an option to use expense categories or GL accounts by user. Restricting vendors would also be useful.

  • Sarah A commented
    17 Mar, 2020 03:04pm

    Users at our facility only use Expense Management for reimbursements. Restrictions on vendors would be much more effective.