Employees use their Budgets in the Mobile Employee Experience (MEE) by entering expenses against the linked accounts on their Expense Reports. If Expense Reports are not visible to the employee in the MEE, check that the services with the Expense Management screen group is authorized for the Assignment Policy.
Expense Reports are configured through the Expense Report Configuration Template at the Company level. Click the pencil icon to edit an existing template. Alternatively, click + to create a new template.
Then click on the Accounts tab and locate the accounts that are used on the Budget Template. The linked accounts must be set to either 'Active' or 'Active with Budget' on the Accounts tab of the Expense Report Configuration Template screen.
'Active' - all Employees with the Assignment Policy using the Expense Report Template will be able to see the Account
'Active with Budget' - only Employees with the Assignment Policy using the Expense Report Template and that have an open Budget will be able to see the Account.
