Association > Manage Association- Board Member Tab
Learn how to enable and assign Board Members to approve Invoices.
Step 1. Navigate to Association > Manage Association.
Step 2. Use the Search filters to locate the correct Association.
Step 3. Click the Board Member Tab. Here you can view all current Board Members and their Approver status.
Step 4. Click the Book icon corresponding to the correct Board Member to open the record.
Step 5. Check the Enable Invoice Approval box.
Step 6. Select the approver number for this board member. This number will correspond to the approver number specified on the approval rule. CLICK HERE for more information.
NOTE- If multiple board member approvals are needed in any order, add multiple rows with the same approver number (for example, board approver 1). If multiple board approvals are needed in a sequential order, use different approver numbers for the sequence.
Step 7. Click the Save button to finalize.