To set up Approval Roles, navigate to the Approval module and click on settings under the Approval module.

Click on the category you want to set up the Approval Roles for. The Categories are a) Billing; b) Accounting; c) Human Resources

Once you have selected the category, click on the subcategory that you want to define the Approval Roles for.

Click on “Next”

On the Approval/Action page, click on “Add new”

Under the Approval/Action heading, select the appropriate step required; Action: When action by a designated person or role is required; like attaching documents or making a payment OR Approval: When approval is required by a designated person or role.

Under the action heading, click on the desired action required (whether making a payment or uploading a document). If approval is selected, this field should be left blank.

To add a new action, click on the (+) icon next to the action filed. Fill up the details in the popup window and click on submit. The new action will be added.

Under the role heading, select the desired role to assign this Action/Approval.

Once this role is selected, choose the user to assign this Action/Approval to. If you want to select everyone under this designation, click on “Select All”.

Under the action tab, click on the update to complete this procedure.

To edit or delete the desired Action/Approval, click the edit or delete button under the action tab.

To set up Approval Roles, navigate to the Approval module and click on settings under the Approval module.

Click on the category you want to set up the Approval Roles for. The Categories are a) Billing; b) Accounting; c) Human Resources

Select the Accounting category, click on the Expense subcategory to define the Approval Roles for.

Click on “Next”

On the Approval/Action page, choose the “Minimum amount required for approval” depending on if you want to only approve Expenses over a certain amount. For example, if you add $100, you will not need to approve an Expense of $99 but will have to approve an Expense of $101.

If any expense that requires reimbursement needs to be approved, you can check the “Do reimbursements require approval?“ box. In other words, you can also allow reimbursements to skip the approval process if you don’t check the “Do reimbursements require approval?“ box.

Check the “Apply for all locations“ box if any approval flow should be the same for all locations.

Click on “Add new”.

Under the Approval/Action heading, select the appropriate step required; Action: When action by a designated person or role is required; like attaching documents or making a payment OR Approval: When approval is required by a designated person or role.

Under the action heading, click on the desired action required (whether making a payment or uploading a document). If approval is selected, this field should be left blank.

To add a new action, click on the (+) icon next to the action filed. Fill up the details in the popup window and click on submit. The new action will be added.

Under the role heading, select the desired role to assign this Action/Approval.

Once this role is selected, choose the user to assign this Action/Approval to. If you want to select everyone under this designation, click on “Select All”.

Under the action tab, click on the update to complete this procedure.

To edit or delete the desired Action/Approval, click the edit or delete button under the action tab.