Documentation Index

Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt

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Introduction to Expenses accounting and the Finance role

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If you have been assigned the Finance role, you’ll be able to access the Banking and Accounting roles in the side menu.

For users with the Finance role to view ALL claims waiting to be approved:

  1. As an admin, go to Setup.

  2. In the Account tab, tick the Allow the Finance role to view all claims waiting to be approved box.

Finance users can do the following in Expenses:

  • See expense history for all users from the Archive tab within Expenses.

  • View, approve or reject expenses at any stage of the claim within Expenses.

  • Access Banking to manage and view credit card transactions across all users

  • Access Accounting to view and manage all expenses to be exported to third party system.

Note: “expenses” relates to the general term, whereas “Expenses” refers to the name of the product.