Financial reviewers can perform this task.
Only people that have been assigned the financial reviewer role can access Spend > Review. Financial reviewer roles are assigned by your company‘s account admin.
With the financial reviewer role, you can manage the spend within your company before exporting it for posting. Additionally, you‘re responsible for approving expenditures paid with a company credit card.
As a financial reviewer, you have permission to reject expenditure and update information such as amounts, cost objects, tax information, etc.
What information can I see?
You can access two sections, Review and Analyze. The Review section has multiple section:
Section |
Description |
| Expenses and invoices | Check all expenses, trips and invoices. |
| Export | Choose the expenses, card transactions, travel expenses and invoices to export. |
| Export log | View exports, download generated files, and revert exports (if required). |
| Card transactions | View all transactions to check matching status with expenses. |
| Search | Find specific expenditure, whether it’s a single expense, transaction, a trip, or an invoice. |
In Analyze, you can see one section: Spend analytics, where you can generate reports on spending.