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Who can view, delete, create, submit, and approve Bills
Who can view, delete, create, submit, and approve Bills
Updated over 3 months ago

View Bills

  • Admins and Finance users can view all company bills, including drafts.

  • Budget Owners can view all bills linked to their budget, including drafts. They cannot view bills for other budgets they are not a part of.

  • Employees and Budget Members can view bills they created. They cannot view bills created by others.

Delete Bills

  • Admin and Finance with transfer rights users can delete any bills that are still in draft status.

  • Finance (submit-only or view-only rights) and Employee users can delete draft bills they have submitted or those present in the Budget they are included in.

Note: Bills can only be deleted if they are in the draft status.

Create and submit Bills

Approve submitted Bills

  • Bills linked to a budget can be approved by Budget Owners and Admins

  • Bills not linked to a budget can be approved by Admins, and Finance Users with transfer or submit transfer permission.

Submit transfers linked to Bills

  • Bills linked to a budget can be submitted by Budget Owners with transfer rights and admins.

  • Bills not linked to a budget can be submitted by Admins and Finance Users with transfer or submit permissions.

Approve transfers linked to Bills

The bill transfer approval depends on whether your company has 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

Note: For Hong Kong-incorporated businesses, BIlls can only be paid using the Aspire USD Account.

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