Creditor Approval

Use Creditor Approval in the Company Approvals submodule in the Settings module 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 they are updated. You can also identify specific employees for certain roles and update the approval flow for your Company and for all of the Companies in your WorkBook system.

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

Creditor Approval provides the following tabs:

• Approval Roles: Enables you to add, delete, and enable the active status of approver roles. You can also identify specific employees for certain roles and update the approval flow for your Company and for all of the Companies in your WorkBook system.
• Changes Requiring New Approval: Enables you to add, delete, and enable the active status of required fields that must be approved when you provide values for them or update them.