Capture Expense User Types

Modified on Mon, 10 Mar at 11:42 AM

In Capture Expense, there are three types of user, each having different levels of access and control.

Employee

The lowest level of users are employees. They can:
Add expenses
Manage and view receipts
Oversee their expenses

Finance

Above Employees are Finance. They can:
View the expense history of all users
Approve or reject expenses at any phase of the claim
Access Banking, facilitating the management and viewing of credit card transactions across all user profiles

Administrative

Positioned at the pinnacle, administrators not only encompass all capabilities from the employee and finance levels but are also empowered to:
Access the settings view

Each level is tailored to support various functionalities and responsibilities, ensuring seamless operation and management within Capture Expense.

Task	Description
Setup Tags & Cost centres	Here you can use tags to create your company's cost code structure. For more information, see What are tags and cost centres?
Create and map Vat Records	Here you can create relevant VAT records and map VAT codes from your existing accounting system. For more information, see What are VAT records?
Create Vehicles & Rates	Here you can create vehicle records within Capture Expense to assign fuel rates to claimants and keep track of mileage logs. For more information, see What are vehicles and rates?
Create Expense Categories	Within Capture Expense, you can create each type of business expense and assign the appropriate policy, spend rule and General Ledge (GL). For more information, see What are expense categories?
Create User Accounts	Create user accounts for employees, then assign vehicles and business cards if relevant. For more information, see What are user accounts?
Create Approval Workflow	Within Capture Expense, you can create single or multi-stage Approval Workflows for approving expense claims. For more information, see What are approval workflows?
Create Credit Card Feed	Connect to your business card scheme and create real-time transactional feed.
Add Project Costing	Add projects and tasks to track associated costs and disbursements to related expense claims.

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