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Setting up Approval Groups

Setting up Approval Groups

An approval group is a specified workflow for approving invoice, and multiple groups can be setup for each user and/or department so that the user does not need to select each approver manually.

Approval group templates can be added by a user when they are setting up the approval workflow, or they can be added via Administration.

 

To add an approval group via Administration:

  1. In Administration, select ‘Approval Groups’ tab.

  2. Click on ‘Add Approval Group’.

  3. Name the approval group, and select the users who would be able to use or select this approval group when filling out an invoice form.

  4. Determine if any of the users can edit or update the approval workflow for the group by selecting ‘yes’ or ‘no’ for the option ‘Can Edit Group?’.

  5. Click on ‘Add this Approval Group’.

  6. Click on the ‘Approvals’ link next to the group recently added.

  7. Click on ‘Add Approver’.

  8. Specify the user and the approval order, then click on ‘Add this Approver’.

  9. Repeat steps 7 and 8 to add more approver rows to the approval workflow.