EventR Expense Guide: Difference between revisions
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[[File:ExpenseTrackingMode.png|thumb|Expense Tracking Mode options in organisation settings|300x300px]] | [[File:ExpenseTrackingMode.png|thumb|Expense Tracking Mode options in organisation settings|300x300px]] | ||
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=== Requirements for Using Expenses === | |||
To access and use expense functionality, the following conditions must be met: | |||
==== 1. Organisation Settings ==== | |||
* The Expense Tracking mode in the organisation settings must be set to 'Personal' or 'Approval: | |||
==== 2. User Permissions ==== | |||
* The user must be assigned the '''“Add Expenses”''' permission within their role. | |||
==== 3. Subscription Tier Access ==== | |||
Access to expense features also depends on the user’s subscription tier: | |||
* '''Team users''' No access to expense permissions. | |||
* '''Plus members''' Can access personal expenses only. | |||
* '''Standard members''' Can access personal expenses only. | |||
* '''Premium members''' Can switch between personal expenses and approval. | |||
* '''Enterprise members''' Can switch between personal expenses and approval. | |||
| ! Approval workflow access | | | |||
| -------------------------- | - | | |||
| Team | | | |||
| style="text-align:center;" | ❌ | | |||
| style="text-align:center;" | ❌ | | |||
| - | | | |||
| Plus | | | |||
| style="text-align:center;" | ✔ | | |||
| style="text-align:center;" | ❌ | | |||
| - | | | |||
| Standard | | | |||
| style="text-align:center;" | ✔ | | |||
| style="text-align:center;" | ❌ | | |||
| - | | | |||
| Premium | | | |||
| style="text-align:center;" | ✔ | | |||
| style="text-align:center;" | ✔ | | |||
| - | | | |||
| Enterprise | | | |||
| style="text-align:center;" | ✔ | | |||
| style="text-align:center;" | ✔ | | |||
| } | | | |||
=== Access by User Type === | === Access by User Type === | ||