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

Any user, irrespective of their roles, can submit a bill for approval under the Bills dashboard and save it as a Draft.

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
  • Budget Owner w/ Transfer Rights
  • Admin 
  • Admin
  • Finance User w/ transfer rights

 

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