See Also: Approver Groups

This function is used to specify the approval types for each User.

A list of User records will be displayed and you can assign authorisation privileges to them by:

Each User can be set to approve an Invoice Register entry at just one stage or at multiple stages. They can also be given the ability to Bypass Approval.

The stages through which an Invoice Register item must pass are set in System Control: see Invoice Register Options - Approval tab.

Invoice Register items require two stage approval.

There are four Users who can approve items at stage 1.

There are four Users who can approve items at stage 2.

Sarah has Bypass Approval selected. This means that when she enters Invoice Register transactions she will not be prompted to select approvers and the transactions she enters can proceed directly to the matching process.

When any of the Type 1 approvers are logged in, only transactions requiring approval by Type 1 Approvers will be displayed when they open the Approve Invoices windows. This is the same for the Type 2 approvers, they will only be able to see transactions requiring approval by Type 2 Approvers.

When Sarah is logged in, she will be able to see and approve any transactions that are awaiting approval as she can approve both stages.

Users who have no approval types set can still enter Invoice Register transactions if they have access to the transaction entry window. Access to the entry window is set in their Security Profile.