Visibility of Inactive users
This feature controls whether inactive users appear in lookup screens, search boxes, or when entering claims on behalf of others. Enable this option as follows.
Click Settings and click General Settings.
The General Settings window appears.
Within the Other Settings section, select Show Inactive Users.
Click Save.
Throughout the system, inactive users are identified with an 'Inactive' label.
Inactive User List
A new status filter has been added to the user list to show All, Active or Inactive users from the user list.
To view this:
Click Settings then click Users.
Click By Status dropdown.
Select All, the list of users refreshes showing all users.
Inactive users will be shown with an ‘Inactive Pill’.
Entering or approving expenses on behalf of an inactive user
Click Settings, then click General Settings.
Scroll down and select Show Inactive Users.
Click Save changes.
Now the users will be present under the user's profile, enabling them to enter expenses on behalf of the user or approve on behalf of the user. This function can also be addressed by inviting the users to Access Expense.