Once the new Approval Rule has been completed and saved, you will need to add Approvers to the Rule.
Steps to Add Approvers to an Invoice Approval Rule:
- Navigate to Accounting > A/P > A/P Setup > Invoice Approval Rule and click the pencil icon to open the Rule.
- In the Approver section, click Add Approver.
If the Association Invoice Approver is selected as the Approver, the user should be set up on the Association > AP tab > Invoice Approver.
From the dropdown menu, select the user. Here, you can also set up notifications for them.
If the Association Manager is selected as the Approver, the user can be set up from the Association> Overview tab. From the dropdown menu, select the user.
If the Firm Invoice Approver is selected, the user can be set up from the Firm > Manage Firm > Preferences tab > AP Settings section.
If the Firm User is selected, the user can be set up from the Administration > Manage User page. Find the user that needs to approve the invoice, then click 'Edit.' Ensure that the appropriate box is checked.
If the Board Approver 1 (2,3 or 4) is selected click HERE for more info.
Complete the fields in the Invoice Approval Rule Detail window:
- Approver: Select the Approver from the dropdown menu.
- Denied Step: Select the individual or position to receive notification when an invoice is denied payment by an Approver. If no notification is required, skip this step.
- Send Notification: Check this box if a notification needs to be generated when an invoice is denied payment by an Approver.
- Allow Post: Mark the box if the Approver allows posting the invoice.
Step 3. Click the Save button to finalize, or the Save Add button to add more Approvers.
