Add New Debtor Approver Roles

Use the Debtor Approval submodule to add new debtor approver roles.

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

To add a new debtor 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 debtor approver role.
3. In the left pane of the Settings screen, click Company Approvals > Debtor 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 debtor approver and click OK.
6. You can edit the Employee field by double-clicking on it.
   Note: This field is not editable for all debtor approver roles.