PERMISSION NAMES

GRANT ACCESS TO

LOCATION ASSIGNMENT AVAILABLE (Yes/No)

add_order

Request for order

YES

add_expensereport

Request for expense

YES

add_travel

Request for travel

YES

add_request

Request for spending card

YES

approve_order

Approve order

YES

approve_expensereport

Approve expense reports

YES

approve_travel

Approve travel reports

YES

approve_bill

Approve bills

NO

approve_payment

Approve payments

NO

add_po

Create & view purchase orders

YES

add_vendor

Manage Vendors

NO

add_catalogitems

Manage product catalog

NO

receive_po

Receive purchase orders

YES

add_budget

Manage budgets

NO

add_accountcode

Manage chart of accounts

NO

manage_budget_correction

Manage budget correction

NO

view_reports_orders_by_vendor

View orders by vendor

NO

view_reports_orders_by_user

View orders by user

NO

view_reports_orders_by_department

View orders by department

NO

view_reports_expenses_by_department

View expenses by department

NO

add_bill

Bills / Unbilled PO Items / Unbilled Expense Items

NO

add_payment

Payment Processing / Payee Management / Payment Log

NO

add_statement

Credit card reconciliation

NO

view_reports_accrual

View Accrual Report

NO

view_reports_spend_tracker

View Overall Spend

NO

view_reports_expense_records

View Expense report

NO

view_reports_receiving_summary

View Receiving Summary

NO

add_companyaccount

Manage locations & departments

YES

add_user

Manage users

NO

export_data

Export data

NO

import_data

Import data

NO

add_permission

Manage roles & permissions

NO

add_approverlist

Manage approval routing

NO

approver_watchlist

Manage approval watchlist

NO

report_access

Manage report access

NO

add_currency

Manage currency

NO

allow_overbudget

Manage budget preferences

NO

add_tax

Manage taxes

NO

add_creditcard

Manage credit card & bank accounts

NO

customize_bill_costs

Customize bill costs

NO

add_monthclose

Manage closing months

NO

add_unit

Manage units of measurement

NO

customize_rfo_fields

Customize order form fields

NO

customize_po_fields

Customize PO fields

NO

manage_catalog_permission

Manage product catalog settings

NO

add_integration

Access integrations

NO

view_bill

View bills

NO

edit_draft_pending_denied_bills

Create and edit new, draft, pending and denied bills

NO

edit_approved_bills

Editing approved bills

NO

delete_submitted_bills

Deleting submitted bills

NO