Version : Business Enterprise Advanced

Environment : Web Android IOS

Status : User Manager Accountant Administrator


When a user leaves the company, you might want to delete their account (to assign the license to their replacement, for example), you need to ensure that you respected the following steps

 

1. Check if the departing employee's expense reports are properly accounted for

From the Web version and the “Advanced Search” tab, you may review the user's expense reports. 

 

 

2. When all of their expense report are accounted for, you can delete their account 

Settings – Advanced settings – Users – Delete 



 

You can retrieve a Deleted Employee's History

Deleting a user doesn't delete their history in N2F

 

You can retrieve the user's old expense reports from Advanced Search and from the Web interface by selecting the employee's name in the filter “Display expense reports assigned to employees”, by selecting “Personalize”: 

 

You can view all their expense reports and extract all their data (including receipts/pdf).