Where a user creates or updates an invoice and requires approval from one person when over a certain value. This means the user can only save the invoice with a Draft or On-Hold status until approval is given.
eg: Joe Bloggs requires approval from the Project Owner for an invoice over the value of $ 100
Where a user creates or updates an invoice and requires approval from two people when over a certain value. This means the user can only save the invoice with a Draft or On-Hold status until approval(s) is given.
eg: Joe Bloggs requires approval from the Project Owner when saving invoices over the value $100. When saving invoices over $10,000 this will require a second approval by the Director.
To Create a One Step Approval
1. Go To Settings - Workflows
2. Create a new P/O Approval One Step
3. Fill Out all required fields
Name : Give the Approval a descriptive name
Subtotal : Set a value where this approval kicks in
Note if every P/O needs approval set value to 0
Requester : Set the person who requires approval
The Approvers : Set the people / person who can approve
Note : if setting the approver to be the project owner, please ensure a project owner exists, if not the approval will be automatically given
To Create a Two Step Approval
1. Go to Settings & Workflows
2. Create a new P/O Approval Two Step
3. Fill Out all required fields
Name : Give the Approval a descriptive name
Step 1 : Subtotal Amount : Set a value where this approval kicks in
Note if every P/O needs approval set value to 0
Requester : Set the person who requires approval
Step 1 Approver(s) : Set the people / person who can approve the first step.
Note : if setting the approver to be the project owner, please ensure a project owner exists, if not the approval will be automatically moved to step 2
Step 2 : Subtotal Amount : Set a value where the 2nd approval kicks in
Note if every invoice needs two approvals set the value the same as the Step 1 amount.
Step 2 Approver(s) : Set the people / person who can approve the second step.
Note : The first step must be approved before it is passed to the second step
If setting the approver to be the project owner for step 2, please ensure a project owner exists, if not the approval will be automatically given
