You can add new Ad Hoc users to your account from the Users section in the Manage Ad Hoc Users area.
Ad Hoc users can be added individually or you can Import your Ad Hoc users. To add your Ad Hoc users individually, follow the steps below:
1. Go to the Manage Ad Hoc Users area.
Note: The name of this area can be set by your company, so this area may be named differently.
2. Click the Users subheading.
3. Click the Add button and select New User from the drop-down.
4. On the Details tab, enter the user's information.
First Name/Last Name/Email Address - these are system-required fields.
Reference - you can enter a reference to match what your user is set up with in your accounting package. This usually helps to identify the user when exporting the expenses.
Department - if you have departments set up, you can assign the user a department.
User Groups - if you have user groups set up, you can assign the user to a user group(s).
Add and Submit Expenses - tick this permission checkbox to allow the Ad Hoc User to claim expenses.
5. On the Bank Details tab, you can enter the user's bank details.
Note: You need to have both the Account Administrator permission and Manage Ad Hoc Users permission to access the Bank Details tab in an Ad Hoc User's profile.
6. Click Create to add the user to your Ad Hoc module.
Note: The new Ad Hoc User will have a 'Pending Invite' status until you invite them to use the Ad Hoc module.