- Click Settings on the top menu bar.
- Select Advanced Approval Levels/Options.
Choose a level to edit or click “Add New” on the bottom left corner.
Adding a New Level:
- Enter the new ID Level and Approval Name in the space provided.
- Check off the users that have approval authority.
- (Optional) – Restrict the approval level by account ranges or patterns as well as originating department in the center of the dialog box.
- Select any of the additional check off box options.
- (Optional) – Fill in the Only over amount to trigger the approval level for expenditures above a designated amount.
- Checking ‘Only When Requested‘ will only work when none of the other options are used.
- Check ‘Can edit requisition details‘ to allow the user to make changes to the requisition.
- Click Save.
Editing a level:
- Select a level on the left.
- Make changes. Click save when you are done.
To deactivate a level:
- Check off In-Active, at the top, if you no longer want to use the advanced approval level.