AP Approvals — Tips

AP Approvals — Tips & Tricks

What this screen is for. Who may tick the Issue, AP, Exec and Ven Cat approvals on AP Invoice Approvals. Found under Settings → AP Approvals (admins).

• One row per person; tick any mix of Issue / AP / Exec, then Save on that row.
• Several people can hold the same column, so there is no separate "backup" — tick Dave in all three if he should cover.
• To add someone, start typing their name and pick from the list, then Add.
• An approval ticked on an invoice stays on it until someone clicks it again; the next approver sees it.
• Ven Cat ticked = that person can give Vendor Category approval for every vendor; unticked people still approve their own vendor categories (Vendor AP Approval Categories).
• No delete — untick the boxes.