Invoice Approvers are set up to approve incoming invoices for processing and can be established at
the Firm level for the in-house final approval, or set up for Board Members or other in-house Users,
like Property managers or Accountants.
Replace a Board Member and Other Approvers
Use the Board Members Tab to change the Approver level of Board members, or to remove and replace Board Member or other invoice approvers.
Step 1. Navigate to Association > Manage Association.
Step 2. Use the Search filters to locate the correct Association.
Step 3. Click the Pencil icon to open the Association record.
Step 4. Click the Board Members Tab.
Step 5. Click the Pencil icon for the Board Member you need to edit.
Step 6. Select the correct Approver level from the Invoice Approval drop down menu.
NOTE- If you are replacing the Approver because an employee or Board member has left, use the Trash icon to delete the old user from the list and then assign the same Approver level to the new user.
Step 7. Click the Save button to finalize.
Replace a Firm Approver
Step 1. Navigate to Firm > Manage Firm - Preferences Tab.
Step 2. In the A/P Settings section, select the correct User from the Invoice Approver dropdown menu.
Step 3. Click the Save button to finalize.
For more information about setting up Invoice Approvers and editing details, see the links below.