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PA Assist

Assist users by managing their expenses using PA Assist.

J
Written by Jack
Updated over 3 months ago

If you are a PA Assist user, you have been given access to manage expenses on behalf of another user. 

The PA Assist area gives you direct access to a users My Expenses account. You have permission to view, create and manage all expenses and receipts for the specific user you are assisting.

Note: PA Assist is only available via the web portal. 

1. Log in to your own account and click the PA Assist tab. 

2. Check or change the user you are set-up to assist on the black ribbon.

3. Once you have selected the correct user, you can start managing their expenses.

Note: The users you are able to assist is configured by an Admin user from your company Finance Team. 

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