Expense Tracker Roles & Responsibilities

  • Joe User, Project StaffJoe User (Project Staff)
  • Complete and submit expense reports in a timely manner.
  • Accurately charge expenses to appropriate project/task
  • Hannah HR, Human Resources DirectorHannah 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 ManagerMark 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, AccountingBoris 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.