company & administration

Permission changes

You can find information about the permissions needed for each new feature in the Permissions and other requirements section of its associated release note.

Updated

We've updated aspects of the following permissions.

Expenses

When you reimburse employee expenses through AP bills or payroll, the following permissions are updated:

  • Expense types: List, View, Add, Edit, Delete

    Previously, this permission allowed you to manage expense types only. Now, this permission allows you to manage employee advances and expense types.

Time—Sage Intelligent Time

  • Staff timesheets: List, View, Add, Edit, Delete

    Previously, this permission allowed you to manage staff timesheets and staff time clocks. Now, this permission allows you to manage crew timesheets, staff timesheets, and staff time clocks.

Added

All new permissions are automatically off by default, unless otherwise noted.

Company

Use the new License usage page to view user counts by type.

  • License usage: List, View

Assign attachment permissions to Client users.

  • Attachment folders: List, View, Add, Edit, Delete

  • Attachments: List, View, Edit, Delete

Expenses

When you remit employee expenses through payroll, the following permissions are added:

  • Remit expense reports for payroll: List, View, Remit, Reverse remit

    Allows you to remit employee expenses through your external payroll.

Order Entry

Removed

Expenses

When you reimburse employee expenses through AP bills or payroll, the following permissions are removed:

  • Pending reimbursements: List, View, Edit, Delete

  • Posted reimbursements: List, View, Void

  • Approve reimbursements: List, Level 1 - 6

  • Select to reimburse: Run

  • Expense summaries: Reverse expenses, Reclass expense

  • Pay in advance: Run

  • Posted advances: List, View, Void

  • Expense adjustments: Reverse, Reclass

  • Employee expense aging report and graphs: Run