Linking accounts can be useful when you need to be able to upload and manage expenses for someone else (e.g. if a secretary manages the expenses of the director).
Request for access to manage an account
To request access to someone else's expenses, go to your personal settings, and click on Account delegation. Here you can fill in the email address of the account you want to be linked to, and select what kind of authorization you wish to have in that account.
Then, you can click on 'Request access to account'. The owner of the account you are requesting a link to will receive an email with a confirmation link, specifying who is trying to link their account, and which roles you will have access to.
If the owner agrees to grant you access to their account, he can click the link in the email, and the accounts will be linked.
Accessing the linked account
To access the linked account, you can click on your name in the top right corner, and select Linked Accounts. You will see an overview of all your linked accounts.
It's also possible to add linked accounts via this way.
A linked account can use all of Xpenditure's features that the owner has granted you access to, except linking it to yet another account. Only the original account can link to other accounts. Any of the two parties can cancel the link at any time, via the same route you created the link or via the personal 'Settings'.
A couple of notes:
- Linking is not bidirectional: If you link your account to another, you can access the other account but he can not access your account.
- You can link your account to someone else and he can link his account to you.
- Linking is not transitive: If you link your account to X, and X links her account to Y, then you cannot access Y's account. Even though you can access X's account and X can access Y's account.
- When in a linked account, you don't have access to transactions paid with a personal payment card.
As an administrator, you can export a report that contains all the linked accounts in your company's Xpenditure account.
This can be done via Company settings > Users > Actions 'Export Linked Accounts'