Can I submit purchases on behalf of other people?
ExpensePlus works best when users submit their own purchases and upload their own receipts.
This article explains how some users can also submit purchases on behalf of other people.
In this article:
User permissions to submit on behalf of others
Users need 'privileged' user permissions to submit purchases on behalf of other people, or they need to have the finance team user role.
This permission is set in the user settings screen.
Click on the user you want to give privileged permissions to.
In the section titled 'Purchase Options', select the relevant tick boxes in the 'Privileged' column.
The privileged option allows the user to select any payee/Recipient rather than just themselves, when entering a purchase.
Submitting expenses on behalf of others
When submitting expenses, by default the user submitting the expense will be listed as the payee for that expense.
Users with privileged permission can change the payee to another person in the drop-down menu in the section called 'Repayment Details'.
To help you better understand the Purchasing module, please visit the module overview page here.