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Grant access to ERR

Provide back office user access to the Enhanced Reporting Requirements (ERR) screen in PeopleXD Expense.

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Written by Harry Ledger
Updated over a month ago

To access the ERR screen in back office, you need to have access to the ERR_EXP_USER menu profile. This needs to be enabled for the relevant users or the menu profile will need to be imported to an existing profile.

To do this, follow the steps below in Portal.

  1. From the dashboard menu, select Security Dashboard.

  2. Click Menu Profiles.

  3. In the search field, search for the menu profile assigned to all employees claiming expenses e.g COREPORTAL_EMPLOYEE.

  4. Click image.png icon, then select Manage Menu Options.

  5. In the search field, search for the following menu options:

    • MAIN_MENU.INPUT

    • MAIN MENU-REFERENCE

    • REFERENCE_MENU.REFERENCE_C_C

    • REFERENCE_C_C_MENU.EXPBULKTFA

    • REFERENCE_C_C_MENU.EXPTFA

    • MAIN_MENU.UPDATE

    • UPDATE_MENU.EXP8600

  6. Set menu option Active.

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