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Business Account & Expense Management
| Role | |||
| Basic User | Finance User | Approver | |
|
Address Book |
- Create Contants - Manage contacts (except contacts with bank account details) |
- Create and Manage all contacts | - Create and Manage all contacts |
| Bills |
- Upload and Manage bills uploaded by themselves |
- Upload and Manage bills uploaded by themselves - Manage bills uploaded by everyone - Record Bill Payment - Create Bill Payment |
- Upload and Manage bills uploaded by themselves - Manage bills uploaded by everyone - Record Bill Payment - Create and Approve Bill Payment |
| Business Account | - No Access |
- See Business Account Details - See Business Account Balance - Create Transfer |
- See Business Account Details - See Business Account Balance - Create and Approve Transfer |
| Cards |
- View own card details - Manage own cards (except spend limits) |
- View own card details - Manage all cards (except cancelling cards) |
- View own card details - Issue & Manage all cards |
Corporate Secretary
| Role | ||
| Basic User | Admin | |
| Compliance Page |
- View Compliance Timeline - Download Compliance Documents |
- View Compliance Timeline - Download Compliance Documents |
|
Corporate Actions (coming soon) |
- No Access |
- Request for Corporate Actions - Track Status of Corporate Actions |