Expense Tracker Roles & Responsibilities
Joe User (Project Staff)- Complete and submit expense reports in a timely manner.
- Accurately charge expenses to appropriate project/task
Hannah HR (Human Resources Director)- Maintain approval rules for each employee in Personnel Tracker, ensuring that approval cycles are correct for the employee, their position and their business unit.
Mark Manager (Project Manager)- Approve or disapprove employee/ contractor expense reports
- Verify that expenses have been charged to appropriate project/task.
- Create and submit an expense report for employees or contractors who do not have access to the database or otherwise are unable to create their reports (i.e. working off-site, sick, emergency).
Boris Beancounter (Accounting)- Compare expense report with receipts to ensure accuracy.
- Process all expenses to the Tracker Data Warehouse according to company policy in a timely manner.
