Different roles have their own access and depending on the company's needs, Administrators can restrict some of the Finance options within Rydoo. This can be found in Admin settings - Roles page - Finance.
Below are the settings that can be turned on or off for all Finance users in your platform.
IMPORTANT: Don't forget to save after you did the changes.
Reports
Management - Exports - Action - Create Custom Reports
This setting controls the export button from the Expense page. When enabled, Finance users have the capability to create custom/standard reports.
Management - Exports - Action - Export To pdf
Regulate whether Finance user can or cannot create exports in pdf format.
Management - 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 Finance users 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, Finance users will see all the previously made reports. But when they exit the page and then click reports again, the page will become empty.
Expenses
Management - Expenses - Action - Submit
This setting regulates whether a Finance user can or cannot submit expenses for other users.
Management - Expenses - Action - Potential duplicates (company level)
The system shows potential duplicates not just for the user of that expense, but for all users in the company.
Management - Expenses - Action - Reject
This setting regulates whether a Finance user can or cannot reject expenses.
Management - Expenses - Action - Edit
This is useful when Finance user need to update some details themselves instead of sending the expense back to the user. All changes made by Finance users will show in the Expense History section.
Management - Expenses - Action - Delete
This setting regulates whether a Finance user can or cannot delete expenses.
Transactions
Management - Transactions - Action - View
You can choose whether Finance users can view and access transactions in Rydoo.
IMPORTANT: Don't forget to save after you did the changes.