Vorherige

Features for approval administrators

  • 3 Min.

When configuring the Continia User Setup, you have the option of setting up certain users as approval administrators. Approval administrators get access to a number of extended features within the approval module, including the ability to:

  • Cancel approval requests
  • Force approval
  • Delete or edit approval requests, including adding and changing approvers.
  • Forward approval requests on behalf of other users.
  • Approve documents for which imported and assigned amounts don't match.
  • Allow automatic approval of a document during registration when the document is matched with another document that hasn't yet been fully approved.
  • Change imported amounts
Continia user setup card

Approval administrators can help when certain actions are required urgently, or if a responsible approver is somehow unavailable. The individual approval administrators are only intended to use their privileges as an exception when things don't line up – they shouldn't have to do this on a daily basis.

Cancel approval requests

To cancel an approval request as an approval administrator, follow these steps:

  1. Navigate to the relevant Purchase Invoice or Purchase Credit Memo card.

  2. Select Request Approval > Cancel Approval Request.

Force approval

As an approval administrator, you can force the approval of a document by following these steps:

  1. Navigate to the relevant Purchase Invoice or Purchase Credit Memo card.

  2. Select Request Approval > Cancel Approval Request.

  3. Select Request Approval > Force Approval.

Note

The original approval request must be canceled before you can force the approval of a document.

Edit purchase approval requests

To edit purchase approval requests as an approval administrator, follow these steps:

  1. Navigate to the relevant Purchase Invoice or Purchase Credit Memo card.

  2. Select Request Approval > Approvals.

    Edit Purchase approval Request Entries

  3. The Purchase Approval Request Entries page displays a list of all approvals related to the document. Here you can add an approver, forward a request, manage comments, and/or delete approval entries.

You've now completed the entire module, and it's time to check your knowledge.