Add New Creditor Approver Roles

Use the Creditor Approval submodule to add new creditor approver roles.

To use the Creditor Approval submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new creditor approver role:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new creditor approver role.
3. In the left pane of the Settings screen, click Company Approvals > Creditor Approval.
4. Click the Approval Roles tab and on the grid toolbar, click Add Role .
5. In the Add Role dialog box, use the drop-down list to select the role that you want to add as a creditor approver and click OK.
6. You can edit the Employee field by double-clicking on it.
   Note: This field is not editable for all creditor approver roles.