Invoice Approval Roles
Natalia Jedrys
· Updated
To setup roles from the homepage go to Setup / Core Data / Roles
A list of all available roles will be displayed, to create a new one click
Enter the name and net value that they can approve invoices up to. If an invoice exceeds this amount then the invoice endorsed and not approved.
Terminology
| Name | The name of the role. The name must be unique within your organisation. |
| Short code | An abbreviation of the role name. This will be displayed on the invoice list when showing which stage the invoice is at in approvals |
| Authority level | The limit up to which this role can approve invoices. |
| Is manager | Roles that are for managers also have values of interest. Users with these roles should be managers of the handling group, not members. |
| Is building role | Indicates that the role is for users within a building (Local Property Managers or External Directors). This flag is used to indicate the user should be added to the Local PM group rather than the building default handling group. |
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Minimum & Maximum values of interest |
On the invoice list managers have a "Values of interest" button which will show invoices within this range. |
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