As an Admin user, you can invite a user or edit the permissions of an existing user on the Home > Users menu within Clear Books.
The expenses and purchases permissions allow you to perform actions and view menus in the Mobile App. These permissions are the same as the web permissions and are described below:
Expenses
This feature must be toggled on in the Clear Books account for users to be able to see the expenses menu in the Mobile App.
Add Expenses
Required to add either an expense or an expense from photo in the mobile app.
List Expenses
Required to view all expense types - draft, unapproved or approved.
List Draft (effective only when List Expenses is granted)
Required to edit/delete draft expenses.
List Approved (effective only when List Expenses is granted)
Required to edit/delete approved expenses if you are on Adhoc expense method.
Review Expenses
Not supported - used in CB to allow users to approve expenses
List Bills
Required to list all bills and expenses.
Bills
List Bills
Required to list all bills.
Exception: if the ‘Bills paid to employees’ permission is not granted, the list of bills will not include any bills where an employee is the supplier.
Create Bills
Required to create bills and bills from a photo.
Purchase Orders
Not supported in the Mobile App.
Bills paid to the employees (effective if the List Bills permission is granted)
With this permission granted, it shows employee bills (bills where an employee is the supplier - for things like wages and expenses).