Select this check box to give users with this functional role the right to create an expense report or an expense authorization for their employees. If you are adding a new Functional Role Code, this check box is clear by default. Selecting this check box also selects the View check box.
Select this check box to give users with this functional role the right to view employee expense reports and expense authorizations. If you are adding a new Functional Role Code, this check box is clear by default.
Select this check box to give users with this functional role the right to modify employee expense reports and expense authorizations. If you are adding a new Functional Role Code, this check box is clear by default. Selecting this check box also selects the View check box.
Select this check box to give users with this functional role the right to approve employee expense reports and expense authorizations. If you are adding a new Functional Role Code, this check box is clear by default. Selecting this check box also selects the View check box.
Select this check box to give users with this functional role the right to void employee expense reports and expense authorizations. If you are adding a new Functional Role Code, this check box is clear by default. Selecting this check box also selects the View check box.
Select this check box to give users with this functional role the right to record the receiving of receipts for employee expense reports. If you are adding a new Functional Role Code, this check box is clear by default. Selecting this check box also selects the View check box.
Select this check box to give users with this functional role the right to import receipt images (importing attaches a .pdf file of the receipts to the expense report). If you are adding a new functional role code, this check box is clear by default.
Select this check box to give users with this functional role the right to view receipt images that were imported for the expense report. If you are adding a new functional role code, this check box is clear by default.
Select this check box to allow users with this functional role to make changes in an employee expense report (or authorization) without changing that report's status.
Administrators and supervisors can modify charge allocation information, reimbursement amounts, and other data without requiring employees to re-sign, or supervisors to re-approve, the expense report or authorization.
Select the type of corrections that can be made to processed expense reports by members of this Functional Role. Choose one of the following::
Not Allowed
Net Zero Only
All Corrections Allowed
If you select Net Zero, users with this Functional Role can only submit a corrected expense report where no change occurs to the Expense Incurred amount and therefore, the net reimbursement amount remains unchanged. Fields within the wizards that affect the Expense Incurred amount are disabled in correcting expense reports. For a complete list of these fields, see the online help Special Topics for the following wizards:
Car Rental
Lodging
Meals
Other
Transportation
If you select All Corrections Allowed, users with this Functional Role can make unlimited corrections to previously submitted expense reports, including to any field that may change the Expense Incurred amount, and therefore, the net reimbursement amount.
Enter the number of days past the date of the original expense report members with this Functional Role can correct their processed expense reports. If you enter a value of 0, no time restrictions are applied to the correction period.
Select this check box to limit expense corrections to active charges only. If checked, employees with this Functional Role can only correct expense reports that contain Active charges.
