Role Permissions in Compleat Expenses

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Claimant

Approver

Accounts Person

Division Admin

Company Admin

Expenses

Make a claim

✔

X

X

X

X
Approve claims

X

✔

X

X

X
Process claims

X

X

✔

X

X

User Creation & Amendments

Create users

X

X

X

✔

✔
Amend users

X

X

X

✔

✔
Update approval routes

X

X

X

✔

✔

Admin tab

Amend company profile/features/mileage/ per diem

X

X

X

✔

At Parent
Create Category

X

X

X

✔

At Parent
Add/edit tax rates

X

X

X

✔

At Parent
Change/add mileage rates

X

X

X

✔

At Parent
Add/edit Per Diem rates

X

X

X

✔

At Parent
View divisions

X

X

X

X

✔
Create/amend/change approvers in Cost Centre

X

X

X

✔

At Parent
Set proxy access

For own user

For own user

For own user

✔

✔
Enable SSO

X

X

X

✔

✔
Mandate MFA for users

X

X

X

✔

✔

Reporting

View own claims made

✔

✔

✔

✔

✔
View claims approved/processed by them

X

✔

✔

✔

✔
View all claims made within Division

X

X

X

✔

✔
View milage and CO2 reports

For own user

For claims in own CC

For claims in own CC

✔

✔
View user report

X

X

X

✔

✔
(for all divisions)

Credit Cards

Upload file via Credit Card Upload tab in Expenses for own expenses

✔

N/A

N/A

✔

✔
Upload file for other users via Credit Card tab in Admin

X

X

X

✔

✔
Create card transaction report

For own user

✔

✔

✔

✔
Delete credit card items

For own items

X

X

✔

✔

(If feature enabled at user level)
If Reconcile Credit Card Billing Period

X

X

✔

X

X
Amend FX rate on CC item

X

X

X

X

X
Amend amount on CC item

X

X

X

X

X
Amend date on CC item

X

X

X

X

X

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