Based on system configuration, you're not able to add expenses

When you're adding expense items in either the mobile or web app, you may receive an error message stating Based on system configuration, you're not able to add expenses. This error is caused by one or more of the required expense fields being filtered without access given to yourself. The following fields are commonly filtered: Customers, Projects, Categories.

To resolve this error, contact your company administrator. Administrators can grant access to the different fields.

After the access is granted by your administrator, you can run a Sync if using the mobile app in order to reflect the changes.

If you are an administrator, you can determine if Customers/Projects/categories are filtered by going to Settings > Company > Features > Edit. 

Expense Reports has the following four filtering options:

• Filter expense categories by Region (Go to Settings > Company > Expenses > Categories > click into a category > towards the bottom of the page, you'll see a section for each region in the Region column > check mark the applicable region(s) > click Apply to save)
• Filter expense categories by Project (Project list is most likely filtered in combination with this setting. Go to Customers > Projects > click into a Project > Expense Categories > Edit > check mark any relevant categories > Apply to save. Also perform steps in note for Internal Contacts: Sub-selected at Project level)
• Filter expense categories by Project type (Project list is most likely filtered in combination with this setting. Go to Settings > Company > Expenses > Categories > click into any category > go to the Project Types table > check mark the applicable project type > Apply to save. Also perform steps in note for Internal Contacts: Sub-selected at Project level)
• Filter expense categories by user (Go to Settings > Company > Expenses > Categories > Users > Edit > pick the user's region in the dropdown menu > check mark the applicable user(s) > Apply to save)

Internal Contacts has the following filtering options:

• Sub-selected at Customer level (Go to Customers > click into a Customer > Internal contacts > Edit > check mark the applicable user(s) > Apply to save)
• Sub-selected at Project level (Go to Customers > Projects > click into a Project > Internal Team > Edit > check mark the applicable user(s) > Apply to save)

If any of the listed filters within Expense Reports and Internal Contacts are check marked, that is most likely why users are receiving the error message. Enable the user(s) as outlined in the notes for the filters. If the user keeps receiving the same error message, reach out to the Nexonia support team for further assistance.

Please Note: The project and customer fields may be labeled differently or hidden depending on your configuration.