As our system covers the whole expenses process, it is relevant for a number of different functions of a business. Such as the employees, who do the spending; the Administrator, who monitors this; the Finance teams, who do the accounting; and the accountant or bookkeeper who checks the accounts and makes sure it’s all correct.
To improve the ease and flexibility of our system, we have created three different user roles to reflect this. The role assigned to a person will affect what they can see and do with Expend.
Choosing a role
You choose the role of a colleague when you invite them to your Expend organisation. This role will then be displayed by their name on the ‘Members’ page of the Admin dashboard.
If you’d like to change the role of a colleague, please contact us via our live chat with the name of the individual and the role you’d like them to be.
This role is intended for users who will be using the Expend card and making expenses. They are able to access the app and dashboard, but they will not be able to see certain parts of the dashboard (i.e. other team members spending) and perform certain actions (i.e. move money to their card).
Financial Reviewer role
The financial reviewer role is designed for your organisation’s accountant or bookkeeper. They can be either internal or external to your organisation. They have the same access as a Member as well as the following:
A financial reviewer is able to:
View your organisation’s cards and spending
Download reports and statements
Manage your Xero or QuickBooks integration
The administrator is the person in charge of the organisation’s Expend account. You can have more than one administrator if you wish. This role has the same access as a Member and a Financial Reviewer as well as the following:
Admins are able to:
Invite colleagues to the Expend account and assign their role
Order colleagues (and themselves) cards; set their spending rules
Fund the Expend account and distribute money to individual cards
See the expenses of all the members in the organisation
Set up and monitor the accounting integration
Run reports for the entire account
Lock and unlock cards
Please note, you can assign more than one role to a person. For instance, someone can be both a Member and an Admin.