User Permission Description Guide – ExpenseWatch

This article will explain all the available user permissions in ExpenseWatch.

Please Note: Some permissions can only be given at the root (company) level.

Approve Requisitions	Enables the user to be added to the S.A.F. for Requisitions. This permission must exist in a user or role in the specific business unit for the user to be available in the SAF for that business unit.
Central Ordering (Root Only)	If your company has Central Ordering enabled, this permission identifies the user who will place the purchase orders for your company.
Enter Packing List	Enables user to create a packing list to record goods received.
Enter Requisition	Enables user to create a Purchase Requisition to request the company to purchase goods or services.
Accounting Review	Enables user to perform accounting review on an Invoice and Expense Report. The Accounting Reviewer reviews and approves the transactions after all S.A.F. apprvers have reviewed it, providing a final check for the accounting department before the transaction is exported to the customer's accounting system. The Accounting Review permission also provides secondary business functions such as exporting and full access to all users archives.
Approve Invoices	Enables user to be added to the S.A.F. for Invoices. This permission must exist in a user or role in the specific business unit for the user to be available in the SAF for that business unit.
Check Invoice (Root Only)	Enables user to access Unassigned Invoices Queue in Invoices tab.
Credit Card Administrator (Root Only)	This permission gives users the ability to manage company credit card accounts/cards.
Enter Invoice	Enables user to create an invoice.
Manage ACH Payments (Root Only)	Enables user to manage invoices that are being paid via ACH.
Manage BU/Vendor Assoc. (Root Only)	Enables user to restrict certain vendors to certain business units.
Pay Statements Using ACH (Root Only)	Enables user the ability to pay credit card statements via ACH.
Approve Expense Reports	Enables the user to be added to the S.A.F. for Expense Reports. This permission must exist in a user or role in the specific business unit for the user to be available in the SAF for that business unit.
Configure Expense Reports	Enables user to add/edit T&E categories and association.
Enter Expense Report	Enables user to create an expense reports.
Add/Edit Categories	Enables user to add/edit the product categories from the company catalog.
Add/Edit Products	Enables user to add/edit the products from the company internal catalog.
Add/Edit Vendors	Enables user to add/edit the vendors from the company catalog.
Administrator	Enables user to access Policies tab and configure users and business units. If you mark this checkbox for a user who is in the company-level, the user is an Administrator for the entire company. If you mark this checkbox for a user who is in a business unit below the company level, the user only has Administrator permissions in that business unit and its sub-business units. Administrators can do the following: Configure business units (including the business unit hierarchy, the S.A.F., company preferences, and business unit preferences). Configure user permissions. Create category approvers and buyers. Customize Purchase Orders. Please Note: The Administrator permission does not enable a user to enter or approve transactions, configure the catalog, or view reports. However, an Administrator can enable those permissions in any user account, including their own account.
Approval Delegate	Enables user to be added to delegate approver. Please Note: You can only mark this checkbox if you enable the company preference: Turn on User Approval Delegation fr approvers with Approval Delegate permission.
Configure Budgets	Enables user to set up, delete, and edit: Budgets User Allowances GL Accounts Projects
Tax Administrator (Root Only)	Enables user the ability to configure the system to utilize the Foreign Taxes module.
Travel Administrator (Root Only)	Enables user the ability to manage travel booking feeds that are imported into the system.
Void Transactions (Root Only)	Enables user to void transactions based on their status; for ex, if the transaction is still in the Purchase Requisition stage, this user can void the Purchase Requisition.
Aging Report (Root Only)	Enables user to run Aging Report.
Budget Reports	Enables user to run Budget Reports.
Change History Reports (Root Only)	Enables Administrator to see a history of the changes any Administrator has made to a business unit's record in ExpenseWatch.
Company Data Reports	Enables user to run Company Data Report, which shows company lists (vendors, products, GL Accounts, Catalog Categories and company-wide transaction data).
Custom T&E Report (Root Only)	Enables user to run Custom Travel and Expense Report.
Invoice Status Report	Enables user to run Invoice Status Report.
Maps and Locations Report	Enables user to run Maps and Locations Report.
Open PO Reports	Enables user to run Open PO Report.
PO Accrual Report	Enables user to run Accrual Report.
Project Reports	Enables user to run Project Report.
Receiving Report	Enables user to run Receiving Report.
Spending Reports	Enables user to run Spending Report.
T&E Reports	Enables user to run Travel and Expense Report.
Tax Report	Enables user to run Tax Report.
Trans. History Reports (Root Only)	Enables user to run Transaction History Report.
Transaction Reports	Enables user to run Transactions Report.
User Allowance Reports	Enables user to run User Allowances vs. Spending Report.
User Approvals Report	Enables user to run User Approvals Report,
User Spending Reports	Enables user to run User Spending Report,
Users Reports	Enables user to run Active User Report.
View Voided Invoices (Root Only)	Enables user to run View Voided Invoices Report.
Report Builder (Root Only)	Enables user to access Custom Reporting module and create/run custom reports.
Report Scheduler (Root Only)	Enables user to access Custom Reporting module and run custom reports.
Report Viewer (Root Only)	Enables user to access Custom Reporting module and schedule the reports.