Set Up Role-Based Creditor Invoice Approvers

Use the Creditor Invoice Approval submodule in the Company Approvals module under Settings to assign approvers based on invoice type. When an invoice reaches status 20 or above, WorkBook automatically assigns it to an approver based on the invoice type.

WorkBook sends a notification to the inbox of the approver you defined in the Credit Invoice Approval submodule when a voucher that falls under that approver's role is ready for approval.

To set up a role-based creditor invoice approver:

1. On the main module toolbar, click Settings .
2. In the left pane of the Settings screen, click Company approvals > Creditor invoice approval.
3. On the Role approval tab of the Creditor invoice approval grid, click Add new role .
4. In the Add Role dialog box, select a role from the drop-down list, and click OK.
   A row for the new role is added to the grid.
5. In the grid, select the check box in the Active column to activate the new role.
6. Select the priority, the trigger amount for the role, the employee assigned to the role, and the dimension role.
7. Select the check box in the Allow move column to enable the role to move vouchers between jobs.
8. Select the check box in the Skip if approved by minimum approvers column if the role no longer need to approve vouchers that have already been approved by the minimum number of approvers required by your system.