To set up a back office user in core expense, follow the steps below in back office.
📌 Note: You need to grant back office user access to the COREEXPENSE menu profile in core security.
Click Core Expense, then click Reference.
Click Reference S-Z, then click System Users.
To add, click the add
icon.
In the Username field, add the back office username.
In the Expense Group field, enter the relevant expense group.
In the Input Location field, enter the relevant input location.
To save this, click the save
icon.
Grant approver access
To set up a back office user as an approver in back office, follow the steps below.
Click Core Expense, then click Reference.
Click Reference S-Z, then click User Maintenance.
To add, click the add
In the ORACLE Username field, enter the back office username.
In the Approval Indicator field, enter the approver indicator details.
To save, click the save
icon.
Click Reference, then click Reference M-R.
To link the user to an approver, click Oracle User / Approver Link.
In the add Oracle User and Approver No. field, add the username and approver no.
Select the Super User check box.
Click the save
Click Reference, then click Reference M-R.
Click Oracle Username/Email Address.
In the Oracle Username and Email Username fields, add the username and email address.
Click the save