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D
DDShaw
October 27, 2023
Question

When will employees with expense submitter roles be able to utilize the mobile app?

  • October 27, 2023
  • 1 reply
  • 0 views
My employees cannot access the mobile app features with only expense submitter role.

1 reply

S
Shania_C
October 27, 2023

Hi there, @DDShaw.

 

I understand how important for you to be able to utilize the expense submitter role. As an admin, you have the authority to invite employees to the "Expense Submitter" role and set up expense categories that will be visible to them during the submission process. However, it's important to note that employees with this role will only be able to submit expenses. They won't have access to view or record any information directly in the books. They can simply submit their expense receipts directly into Advance using their web browser on either a mobile device or desktop.

 

On the other hand, you can provide feedback to make the program better in QuickBooks Online company file:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. 
  3. Then select Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

 

Additionally, if you want to give employees access to submit expense claims, you can check this article:

Set up employee expense management in QuickBooks Online Advanced

 

If you have more issues or concerns with QuickBooks Online, please let us know by leaving a reply below. Wishing you success for your business.

D
Deanna70
November 20, 2024

Hello,

I have an employee whose job it is to process credit card expenses.  However, I've tried creating a special role and have used some of the preset roles to give her access to the mobile app without giving her access to other areas, but QB online is not allowing me to turn on her access.  I have several other employees using it already.  Plus, I cannot find topics regarding the roles that do have access to the mobile app.

A
AdonL
November 20, 2024

Thanks for getting back to us, Deanna70. I've got additional information about assigning user roles in QuickBooks Online (QBO).

 

Firstly, the QBO mobile app only supports admin and standard full-access roles; users with other roles must use the web version. Let your employee manage the credit card expenses through a web browser. You can review this article to learn more about managing user roles and who can access the mobile app: User Roles and Access Rights.

 

Additionally, there's a limit to the number of allowed user roles in the program, depending on your subscription. If you've reached the user limit, you can delete unnecessary users and add new ones. I'll guide you through the process below.

 

To delete users, here's how:

 

  1. Sign in to QBO as a primary admin.
  2. Go to Settings and select Manage users.
  3. Select the ellipsis icon on the user you want to delete, then hit Delete.
  4. Choose Delete user from the pop-up window to confirm.

 

To add new users, follow these steps:

 

  1. Go to the Gear icon and select Manage users.
  2. Select Add user, then enter the name and email address.
  3. Choose the role you want to assign in the Roles dropdown.
  4. Customize and review the features this role gives access to.
  5. Click Send invitation.

 

Furthermore, I'll include this article as a future reference if you need to track the changes and activities made in your account: Use the audit log in QuickBooks Online.

 

You're always welcome to post your concerns in the Community forum. Keep me posted if you need clarification or additional concerns about managing users in QuickBooks. We're always here to help you.

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