Icon_Expense Management User  Setup

Set up users in Expense Management

  • 20 min.
  • Module
  • 6 Units
  • Expense Management

Learn how to set up users in Expense Management and how to invite expense users to the browser-based Expense Portal or smartphone-based Expense App, which they will use to submit expenses.

Learning objectives

By the end of this module, you will know:

  • How to use expense user groups for easy and consistent configuration
  • How to create and setup expense admins, approvers and users
  • How to send invitation emails to users for the Expense Mobile App and Expense Portal
Start

Prerequisites

Basic knowledge of how to use and navigate in Business Central.