Add New Creditor Finance Account Approver Roles

Use the Creditor Invoice Approval submodule to add new creditor finance account approver roles.

To use the Creditor Invoice Approval submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new creditor finance account approver role:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new creditor finance account approver role.
3. In the left pane of the Settings screen, click Company Approvals > Creditor Invoice Approval.
4. Click the Creditor Finance Account tab and on the grid toolbar, click .
5. In the Add New Finance Account Approver Role dialog box, use the drop-down lists to select the applicable finance account and employee.
6. If you want to include employees from all the companies, select the Include Employees from All Companies check box.
7. Click OK.
8. You can edit the Employee List, Priority, and Trigger Amount fields by double-clicking on the corresponding field.