The purchase type required isn't in the available options

User access in ExpensePlus can be customised, including the menu of purchase types available to each user.

On the Purchases screen, your organisation can choose which of the 6 purchase types to display for each user:

  • Expense claim
  • Mileage claim
  • Business card Purchase
  • Invoice to pay
  • Gift of money
  • Direct debit

ExpensePlus screenshot of purchase screen

If the purchase type you want to use isn't displayed at the top of the Purchases screen, you will need to request this to be added by a finance team user in your organisation.

They can then add this on the user settings screen.

ExpensePlus screenshot of user profile screen

To help you better understand the Purchasing module, please visit the module overview page here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Send us a message Send us a message