Please follow the steps below should you need to add or amend an accounts person in the system.
Enable the accounts person role on the new accounts person's user
- Ensure that you are logged into Webexpenses as an Administrator.
- Navigate to Administration and then click on User.
- Locate the new accounts person and click on their name in blue to open their profile (If the user does not exist, please create them with the Add button).
- Scroll down and enable the Accounts Person role.
- Please remember to save your changes.
Add the new accounts person to the relevant Cost Centres
- Ensure that you are logged into Webexpenses as an Administrator.
- Navigate to Administration and then click on Cost Centre.
- Click on the name of the Cost Centre in blue to open the properties.
- Locate the new accounts person on the left of the screen.
- Double-click on their name to move them into the window on the right (this adds them into the Cost Centre). To remove an accounts person, please move them from the right window to the left window.
- Please save your changes.
Update the claimant's user profile
- Ensure that you are logged into Webexpenses as an Administrator.
- Navigate to Administration and then click on User.
- Locate the claimant account and click on their name in blue to open their profile.
- Amend their default accounts person and save.
This will be applied to any claims created after the change, if they have an existing claim, this will hold on to the accounts person previously selected. The claim header can be updated to a new accounts person, but if this is restricted in your system, please move the claim lines into a new claim to pick up the new accounts person details.