How can I permit my Timesheet Staff to record expenses?

First you will need to create a new role by cloning the existing TimesheetStaff role, and provide permission to record expenses for associated project(s). To create this role,

  • Click the Gear icon and select Users & Roles.
  • Go to Roles tab under Users & Roles.
  • Click the clone button next to TimesheetStaff to duplicate this existing role.
  • You will be navigated to the New Role creation form. Uncheck the Prevent timesheet staff(s) from recording expenses for associated project(s) option under Timesheets. User adding expense
  • Click Save.
  • Assign this newly created role to your users and they will be able to record expenses for associated project(s).
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