Discovering Company Administration

Managing the Processor Queues

Maintaining the AP Dashboard

Introducing Company Tools

Maintaining Expense Types and Account Codes

Creating Audit Rules

Customizing Capture Processing

Maintaining Delegate Configuration

Configuring Email Reminders

Configuring List Management

Maintaining Workflows

Maintaining Routing Configuration

Configuring Purchase Order

Introducing Shared Administrative Settings

Maintaining Purchase Request and Invoice Specific Settings

Creating Test Users

Maintaining Cognos Settings

Maintaining Training Documentation

Maintaining Invoice Authorized Approvers

Objective

After completing this lesson, you will be able to manage invoice authorized approvers and limits.

Invoice Authorized Approvers Overview

An authorized approver is a user with the standard Invoice Approver role and special approver permissions for limit approval. If your company wants to use limit approval, you will assign each authorized approver an amount limit. The authorized approver can then approve an invoice if the amount is equal to or less than their assigned limit.

Workflows screen showing the Authorized Approvers tab, with various sub-tabs such as Cost Object Approver List and Purchase Request Authorized Approver List. A table lists approval groups, with Global as the only entry. Blue buttons for New, Modify, and Remove appear above the table.

Configure Invoice Authorized Approvers

To configure authorized approvers:

Steps

On the Workflows page in Invoice Admin, select the Authorized Approvers tab and then the Authorized Approver List subtab.
Select the appropriate level within the listed hierarchy and then select New.
Search for the Approver, enter the approval limit, and then select Save.

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