Removing an Expense user
When an employee, who was also an Expense user, leaves the company, you will want to remove their access to the company via the Mobile Expense App and the Online Web Portal.
The timing of when to delete a user, depends on the internal processes of your company. All posted Documents are kept in the ledgers even after a user is deleted.
Work through the following checklist to be certain that you've tied up all loose ends:
- Ensure all of the employee's Expense documents are approved and have been posted.
- Search
for Continia User Setup.
- Select the employee from the list.
- On their Continia User Setup Card, under Expense Management, toggle Expense User to off.
- If the user was also an Approver, under General, toggle Approval Administrator to off and remove their details.
Note
In the Name field write Disabled, tobedeleted, or similar and ensure the Approval Client field is left blank.
- In Continia User Setup, on the action bar, select Export Users, then select OK.
- If any remaining bank transactions come in with connection to this user, you must handle them manually.
After you've completed this checklist the Expense user can no longer access anything company related via the Mobile Expense App or the Online Web Portal.