Creditor Approval

Use Creditor Approval under Settings to configure the approval flow for creditors. You can add, delete, and enable the active status of approver roles and required fields that need approval when updating. You can also identify specific employees for certain roles and update the approval flow for your company and for all the companies in your WorkBook system.

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

The submodule consists of the following tabs:

• Approval Roles: You can add, delete, and enable the active status of approver roles on this tab. You can also identify specific employees for certain roles and update the approval flow for your company and for all the companies in your WorkBook system.
• Changes Requiring New Approval: You can add, delete, and enable the active status of required fields that need approval when being filled out or updated on this tab.