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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / PTE Employee Expense
Microsoft Dynamics GP (Archived)

PTE Employee Expense

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Posted on by Community Member

Have deployed PTE Time and Expense for a customer and TImesheets work as expected.  However, Employee Expenses are able to be seen by all employees so far.  Users are not Delegates for the employees that set the Exp Rpt up.  I cannot find what is allowing this to occur.  They are on GP2015 R2.  Users are setup for Web Client Only.  Self Service User.  They have the Proper ESS PTE Employee role.

Has anyone else experienced this??

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  • Community Member Profile Picture
    Community Member on at
    RE: PTE Employee Expense

    I'm seeing the same issue with a client, for whom this is a significant issue. Is there a way to restrict users to see only their own expense reports?

  • Community Member Profile Picture
    Community Member on at
    RE: PTE Employee Expense

    We're seeing the same problem here.  There are many issues with the new PTE implementation.

    Hopefully somebody from Microsoft can give us an update on a fix.

  • Suggested answer
    Kristie McNulty Profile Picture
    Kristie McNulty 1,008 on at
    RE: PTE Employee Expense

    Our experience was the same when we first created custom security roles using a combination of out-of-the-box (OOB) security roles for ESS users.  We had to do this so we could include Workflow Roles.  Our findings were that the following two roles should be given to managers only and not to employees not responsible for approvals.  EMP_PROFILE_MANAGER_01* and EMP_SKILLS_MANAGER_01*.  This obviously gives the user with the manager role the ability to see all employees, whether they report in to them or not.  But, until there is another solution that limits the view using the manager's active directory (AD) relationships, this was the best we could put together.  Our non-manager/non-approver employees get access to the following OOB roles: PADEFAULTUSER*, PTE_EXPENSE_ENTRY_001* and PTE_TIME_ENTRY_001* (plus our custom workflow security task ID).

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