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mark-rundlerockc
Level 1

I'm trying to adjust permissions to enable someone on my team to approve expenses, but cant seem to add this permission to any roles or a new custom role. Any suggestion?

I'm the primary admin, and I have my accountant as an admin currently. I'm trying to give her the ability to approve expenses submitted by employees. I'm not getting an option to add that permission to the admin role, nor am I getting the option to add that permission to a custom new role. Thanks so much in advance for your help!!
2 Comments 2
Trish_T
QuickBooks Team

I'm trying to adjust permissions to enable someone on my team to approve expenses, but cant seem to add this permission to any roles or a new custom role. Any suggestion?

Hello mark-rundlerockc,

 

It's a pleasure to see you in Community.  Welcome!  I can see the benefit of enabling a team member to approve expenses submitted by your employees.  QuickBooks Online Advanced, provides the ability for all administrators on your account, to review and manage expense submissions.  I would be happy to provide more information, so you can accomplish your QuickBooks goals seamlessly!

 

If you're not currently subscribed to QuickBooks Online Advanced, you'll need to upgrade your subscription, in order to take advantage of the valuable features.  Once you've upgraded your account, you'll have the ability to Set up employee expense management.  To learn more about user roles and permissions in QuickBooks Online, click here

 

Should you require additional assistance, please don't hesitate to contact us outside of Community.  We would enjoy the opportunity to work with you personally, and ensure the best fit for your business needs.

 

Feel free to reach back out with other questions.  We would be glad to assist!

 

Grace H
Level 2

I'm trying to adjust permissions to enable someone on my team to approve expenses, but cant seem to add this permission to any roles or a new custom role. Any suggestion?

Hey @mark-rundlerockc,

 

You should Contact Direct QuickBooks Help Desk team at 

 

Thanks

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