I can't see certain fields or values when submitting an expense. How do I solve this?
It is unpleasant that you can't select everything you expect. This can have several causes. This article describes possible causes of this problem and the corresponding solutions. This article relates to the following problems:
I cannot see certain fields (category, cost centre, cost unit, project, and/or payment method).
I cannot select certain values in one or more of these fields (for example: I cannot see the category 'travel expenses' in the list of categories).
Note that only a user with an admin role in Klippa can make adjustments in the company settings that can fix these problems.
There are a few possible causes for these problems:
The submitter is not associated with the organisation.
The submitter is not a member of the groups associated with the values, so entire fields (e.g. category) or values (e.g. the 'business lunch' category) cannot be seen.
Certain values are not associated with the group the submitter is a member of, so the submitter cannot see the whole field (e.g. category) or values (e.g. the category 'business lunch').
The first cause is related to the submitter's account.
Check whether the user is logged in to an account associated with your organisation. You can check this in the following way:
Make sure you are logged into the Klippa Web App with your account as a user with "admin" rights.
In the left menu, navigate to Settings and then Company. You are now in the company account settings.
Then click on Company Settings / Users and check whether the user has an account.
If the user is not listed, you can add the user to the company environment: Add new user
If the user has already created an account, you can still invite the already existing user to the business environment: Add existing user
Is the user in the list of users, but the user has not yet activated the account? Then check the following article: How do I send an activation email to a user again?
The submitter is not a member of the groups to see a particular value. In this article, we describe how to add a user to groups: How do I add a user to a group?
Check the items at point 3 to ensure that the fields (category, cost centre, cost unit, project, and/or payment method) are linked to the groups to which the submitter has been added.
One or more field values (category, cost centre, cost unit, project, and/or payment method) are not linked to the correct groups, preventing the user from seeing these values. Check the article below to ensure that the fields (category, cost centre, cost unit, project, and/or payment method) are linked to the correct groups: How do I make a cost center visible for expense submitters?
I cannot see certain fields (category, cost centre, cost unit, project, and/or payment method).
I cannot select certain values in one or more of these fields (for example: I cannot see the category 'travel expenses' in the list of categories).
Note that only a user with an admin role in Klippa can make adjustments in the company settings that can fix these problems.
There are a few possible causes for these problems:
The submitter is not associated with the organisation.
The submitter is not a member of the groups associated with the values, so entire fields (e.g. category) or values (e.g. the 'business lunch' category) cannot be seen.
Certain values are not associated with the group the submitter is a member of, so the submitter cannot see the whole field (e.g. category) or values (e.g. the category 'business lunch').
The first cause is related to the submitter's account.
Check whether the user is logged in to an account associated with your organisation. You can check this in the following way:
Make sure you are logged into the Klippa Web App with your account as a user with "admin" rights.
In the left menu, navigate to Settings and then Company. You are now in the company account settings.
Then click on Company Settings / Users and check whether the user has an account.
If the user is not listed, you can add the user to the company environment: Add new user
If the user has already created an account, you can still invite the already existing user to the business environment: Add existing user
Is the user in the list of users, but the user has not yet activated the account? Then check the following article: How do I send an activation email to a user again?
The submitter is not a member of the groups to see a particular value. In this article, we describe how to add a user to groups: How do I add a user to a group?
Check the items at point 3 to ensure that the fields (category, cost centre, cost unit, project, and/or payment method) are linked to the groups to which the submitter has been added.
One or more field values (category, cost centre, cost unit, project, and/or payment method) are not linked to the correct groups, preventing the user from seeing these values. Check the article below to ensure that the fields (category, cost centre, cost unit, project, and/or payment method) are linked to the correct groups: How do I make a cost center visible for expense submitters?
Updated on: 20/02/2024
Thank you!