Remove Required Creditor Approver Resource Fields

Use the Creditor Approval submodule to remove required creditor approver resource fields.

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

To remove a required creditor approver resource field:

  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 from which you want to remove a required creditor approver resource field.
  3. In the left pane of the Settings screen, click Company Approvals > Creditor Approval.
  4. Click the Changes Requiring New Approval tab.
  5. Highlight the required creditor approver resource field that you want to remove.
  6. On the grid toolbar, click Remove Required Resource Field .
    Note: There is no confirmation dialog box for this action. WorkBook removes the required creditor approver resource field at once.