Concur Invoice Standard Edition Administration Help

Assign Budget Permissions

The client administrator can assign four Budget roles on the Users page in the Administration area.

To assign budget permission roles:

  1. Click Administration > Invoice Settings or Expense Settings or Expense & Invoice Settings.

  2. On the Product Settings page, select Invoice, Expense or Request.

  3. In the Access to Concur section, click User Accounts.

    The Users page appears.

  4. Create a new user by clicking Create/Edit User, or double-click an existing user.

  5. In the User Permissions section, assign the relevant role for the user by selecting the relevant check box.

  6. Click Save.

    Role

    Description

    Is Budget Admin?

    Configures the Fiscal Calendar, Budget Categories, Budget Tracking Fields, Budget Items and Budget Settings. The Budget Administrator can see the budget amounts as configured in the Budget Items, but not the budget actuals as is shown in the dashboards. Budget Administrators have access to all budget items within an entity.

    Is Budget Owner?

    Owns the budget and can view budgets in the dashboards. The Budget Owner does not have access to the budget configuration information.

    Is Budget Approver?

    Approves invoices, purchase requests, expense claims and authorisation requests and can view budgets in the budget dashboards. The Budget Approver does not have access to the budget configuration information.

    Is Budget Viewer?

    Views budgets in the dashboards. Can be one or several budget viewers. The Budget Viewer does not have access to the budget configuration information.

NOTE: Administrators only need to have the Is Budget Admin role to access Budget Configuration. No additional role is required.