Restricted Expense Codes - Managing Access

A decision has been made to restrict certain Expense Types so that only authorised users can create works orders against them. Managing this access is a manual process and access has to be granted on a per-user, per-expense code basis.

Please follow the instructions below to manage the restricted access.

Click on the Functions | System Administration | Job Parameters | Type of Expense
This will open the List Type of Expense screen. Next to Active, click on the Yes option and then click on the Search button.
This will display a list of all the Expense Codes that are currently in use. You may have to resize the screen to see all the necessary columns, but in the Access Operator column, any expense code that has had its access restricted will be indicated by an Exclamation Mark (!).
Highlight the Restricted Expense Type that you wish to grant access to and click on the Access button.
This will open a new screen which displays who has access. From here you can either Add or Delete users by clicking on the relevant button.
1. To Delete a user, highlight the user in the list and then click on the Delete button
2. To Add a user click on the Add button. This will open the Add Expense Type Access tool. Click on the Magnifying Glass icon.
  
  This will open the Select User ID screen. From here select the user you wish to grant access to an click on the Ok button.
  
  You will be returned back to Add Expense Type Access screen. Click the Ok button to confirm the addition.

You will need to Add\Delete users to each of the Expense Types with restricted access.