Right

Description

Prerequisite Rights

Pages

View Expense records

Edit Expense records

Additional

Post

Allows groups to post Expenses to accounts.

From any page of an open expense, a Post button becomes available unless the expense has posted.

X

X

None

Void

Allows groups to void Expenses from accounts.

From any page of an open expense, a Void button becomes available unless the expense has not posted.

X

X

None

View Expense all categories

Allows groups to view existing Expense categories and set one of them as the default.

X

None

Expense record > Categories

Create Expense all categories

Allows groups to add categories to Expenses.

X

X

View Expense all categories

Delete Expense all categories

Allows groups to remove categories from Expenses.

X

X

View Expense all categories

View Expense all custom fields

Allows groups to view custom fields of Expenses.

Note: To work with any custom field, groups must be able to view the field's category and its parents.

To see custom fields in a Project, groups must be able to view the Project.

X

None

As customized by design

Edit Expense all custom fields

Allows groups to change custom fields of Expenses.

X

X

View Expense all custom fields

View Expense security

Allows groups to view security access for Expenses.

X

None

Expense record > Security

Edit Expense security

Allows groups to change security for expenses.

Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.

X

X

View Expense security

Expense Entry Tool

Tool to add, post, and delete multiple expenses in batch.

X

X

Create Expense records

Post (Expenses)

Delete Expense records

Expense Entry Tool