Set up users in Expense Management
- 24 min.
- Module
- 7 Units
- Expense Management
Does your business and team have multiple users with different functions and daily tasks for managing expenses?
Learn how to set up users in Expense Management and apply functions and permissions to their roles or expense approver. You'll also learn how to invite expense users to the browser-based Expense Portal or Mobile Expense App, which they will use to submit expenses.
Learning objectives
By the end of this module, you'll be able to:
- Use expense user groups for easy and consistent configuration
- Create and setup expense admins, approvers and users
- Send invitation emails to users for the Expense Mobile App and Expense Portal
Prerequisites
Basic knowledge of how to use and navigate in Business Central.