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Hi,
I just purchased and installed the corporate version of expense manager. Just realized that i cannot have common categories for all 30 users. I have to create new categories for each account.
Am i missing something there or there is no option to see common categories?
Thanks
Dhiren Bhatia
I just purchased and installed the corporate version of expense manager. Just realized that i cannot have common categories for all 30 users. I have to create new categories for each account.
Am i missing something there or there is no option to see common categories?
Thanks
Dhiren Bhatia
Responses (5)
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Accepted Answer
0Ok so i figured out, in the "Permissions" tab, if we turn on "See all items of any user, filter them and access administration interface", all users can see all the categories list.
But that also makes it possible for all users to see each others expenses, and that's not an ideal scenario for us.
Can you please suggest a solution? -
Accepted Answer
0Hello,
It's not possible to have "public" categories for everyone, the way it is intended to work is that everyone can create their own (private) categories.
What you're asking for is not directly possible with the current version of Expense Manager. If you need to have it built in right away, we can do it through our Custom Coding Service.
Otherwise, we will think on adding this option on the official release for a future version, to allow admins to create categories that can be viewed by everybody. -
Accepted Answer
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