Approval Rights

Assign an employee's Approval Rights - click the "Approval Rights" link from the employee details page.


This is only required where an employee has restricted approval rights - if the employee has unrestricted approval rights, or no approval rights, then there is no need to assign any details on the Approvals Rights page.


Check the box 'Approval Rights' against the Transaction Types that this employee (supervisor) is authorized to approve. Then check from one of three approval levels:


1) Company Level


Means the employee (supervisor) can approve all transactions of this type, regardless of which office or employee the transaction relates.


2) Office Level


Means the employee (supervisor) can approve transactions of this type, but only if the transaction relates to specific office(s). After selecting this level, click Save, check the box on the far left of the page against this transaction type, then click the Offices hyperlink. Select the relevant offices from the list on the left side of the page, then click Add Item.


3) Employee Level


Means the employee (supervisor) can approve transactions of this type, but only if the transaction relates to specific employee (s). This Level is only relevant/applicable for Expense Claims, Credit Cards and Time Approval. In the case of Expense Claims and Credit Cards, the employee (supervisor) will receive an email and Accountability message when one of the  employees assigned here submit a claim  for approval.

After selecting this level, click Save, check the box on the far left of the page against this transaction type, then click the Offices hyperlink. Select the relevant offices from the list on the left side of the page, then click Add Item.


By default, an employee (supervisor) can approve data they created themselves - for example if an employee has approval rights for estimates, when they create an estimate they can then approve that estimate. To remove that right, uncheck the "Approve Own Data" check box. Under this situation - when this employee creates a transaction they will not be allowed to approve that transaction - it would require approval by a different employee.


If there is a value limit applicable for this employee's approval rights - enter the amount in the 'Approval Limit' column. The employee will then only be allowed to approve transactions up to that value