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
Admin, Finance and Employee users can create and submit bills for approval via the Bills dashboard.
Aspire and non-Aspire users can submit bills by sending them to a unique email ID.
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 |
|
|
Questions? Chat with us by clicking on the messenger icon at the bottom right of the screen once you are logged in.