Visibility of Inactive users
This feature allows for users to decide system-wide whether to show inactive users in look-up screens, search boxes or when ‘Entering Claims on Behalf of’.
To enable this option:
Click Settings and click General Settings.
The General Settings window appears.
Within the Other Settings section, select Show Inactive Users.
Click Save.
Throughout the software user, who are Inactive will be easily identified by an ‘Inactive’ pill or (Inactive).
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 the by status drop down.
Select All, the list of users refreshes showing all users.
Inactive users will be shown with an ‘Inactive Pill’.
Entering Expenses/Approving Expense on behalf of an Inactive User
Navigate to 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.