Different roles have their own access and depending on the company's needs, Administrators can restrict some of the Approver/Controller options within Rydoo. This can be found in Admin settings - Roles page - Approver or Controller.
Below are the settings that can be turned on or off for all Approvers/Controllers in your platform.
IMPORTANT: Don't forget to save after you did the changes.
Expenses
Company - Expenses - Action - Approve
Approvers without an approve option sounds absurd, right? This is rarely turned off but when it does, all Approvers won't see an approve button for expenses.
Company - Expenses - Action - Reject
Same as the Approve button, when turned off, all Approvers won't be able to reject expenses.
Company - Expenses - Action - Send Reminder
This option applies when users have expenses in their To Do list that they still have to submit. Approvers can be given the option to send a reminder to the users to submit their expenses.
Company - Expenses - Action - Un-Approve
There are times when approvers have to take back the Approve action that they did. In this case, the Un-Approve button will show up for expenses with the Approved status and which need to be changed. (Ex: From Approved back to Submitted). The expense will then go back to the approver's To Do list.
Company - Expenses - Action - Edit
This is useful when Approvers need to update some details themselves instead of sending the expense back to the user. All changes made by Approvers will show in the Expense History section.
Company - Expenses - View - Potential duplicates (company)
The system shows potential duplicates not just for the user of that expense, but for all users in the company.
Reports
Company - Exports - Action - Create Custom Reports
This setting controls the export button from the Expense page. When enabled, Approvers have the capability to create custom/standard reports.
Company - Exports - Action - Export to pdf
Regulate whether Approver/Controller can or cannot create exports in pdf format.
Company - Exports - Action - View
This setting refers to the visibility of the "reports" inside the Reports section.
We highly recommend that "Creating Custom Reports" and "View" settings are set the same way. Because when View setting is set to "No", but Create Custom Report is set to "Yes" all approvers will experience the following:
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Will see the Report section, but it will not show any reports anymore.
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Can still download all the reports they made when creating a NEW report.
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When creating a report, approvers will see all the previously made reports. But when they exit the page and then click reports again, the page will become empty.