It looks like there are more options for customization for roles. We would love to give approvers (non-admis) the ability to make edits to the Description and Line Item Memo. Does the “Edit and Archive existing bills and payments” option in the custom roles section allow folks to do this? If not, is that something that could be added?
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YES! We’ve been requesting this for a long time now & it’s honestly a necessity at this point. Thanks for brining this up 
Thank you! @Tyler_Padgett @Rebecca_Jackson1 – great news: this is actively being worked on! We’ll soon allow approvers to edit most fields. Should be available in the next few months.
In the meantime, it would be really helpful to know which specific fields other folks want approvers to be able to edit (beyond what you listed). Any additional insight users can share would be greatly appreciated!
Is there anything in the works to create a way for employees to be able to access choosing how a bill is paid (ACH, Check, etc.)? Currently, we have to have all of our employees who submit their own bills identified as AP Clerks, which allows them to see everything I see.
Thanks Charlotte! We wouldn’t want this fully opened up to any user or role as we need very centralized controls. We blanket need the option to allow approvers to edit the Description & Line Item memo’s on bills, but as for viewing or editing any other fields - we cannot have those open to editing. If any other fields or actions are being considered to be opened up for editing, use, or viewing by other users, then we would 100% have to have the option to define exactly what fields on bills they can view/edit/use. If it gets too broad then we would lose our ability to adhere to our required internal controls. Please let me know if you or the team would like to chat with us more about this. Thanks!
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I have really high hopes for custom roles because we’re still eagerly awaiting a “View-Only Admin” type role (where someone can view transactions and reimbursements, bills and recurring bills, and view payment details), but we really need it on a by-location basis, not for our overall instance because we have office managers managing spend at their given location, which requires them to have oversight on all spend at that location regardless of if they’re a manager of someone initiating the spend or were a part of an approval queue. This is especially important because we have a centralized AP team that tees everything up, so we want them to have full visibility of their spend (CC, reimbursements, and bill pay) without giving them the ability to edit things they shouldn’t be editing!
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