In this section you can set approvers for all creditor invoices. You can choose a role e.g. ‘Project Manager on job’ who has to approve an entry or you can set a general approver and choose an employee. It is also possible to have a trigger amount at which the approver is set.
In this section you can also set a priority to the approvers as to in which order they have to approve the creditor invoices. To see how the approval screen looks like as an approver click here.
You can add an approver role by clicking this button and choose from a list.
Delete a role
And you can delete an approver role by clicking this button.
Under creditor invoice approval you have different possibilities to add approvers:
– You can set an employee as an approver of a certain creditor.
– You can set an employee as an approver of a certain finance account.
– You can set an employee as an authority approver if an employee do not have the authority to approve the creditor invoice him self.