Who can view, create, submit and approve Bills?
View Bills
- Admins and Finance users can view all company bills (including drafts)
- Budget Owners can view all bills (including drafts) linked to their budget. They cannot view bills linked to budgets where they are not the Budget Owner.
- Employees and Budget Members can only view bills created by them. They cannot view bills created by other users.
Create and submit Bills
Admin, Finance and Employee users can create and submit bills for approval in the Bills dashboard within the application.
On the other hand, both Aspire and non-Aspire users can submit their bills by sending them to a unique email ID.
Approve submitted Bills
- Bills linked to a budget:
- Budget owners
- Admins - Bills not linked to a budget:
- Admins
- Finance users with transfer permissions
- Finance users with submit permissions
Submit transfers linked to Bills
- Bills linked to a budget:
- Budget owners (w/ transfer rights)
- Admins - Bills not linked to a budget:
- Admins
- Finance users with transfer permissions
- Finance users with submit permissions
Approve transfers linked to Bills
The bill transfer approval will depend if the Aspire account has set a Transfer Approval Policy:
| Bills linked to a Budget | Bills NOT linked to a budget | |
| If your company has Transfer Approval Policy | Defined Admin/Finance Users in the policy will approve the bill transfer | |
| If your company does NOT have Transfer Approval Policy |
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