Manage Invoice Approval Groups

Here you can create groups which control how users can approve invoices. For example, perhaps only invoices less than £100 can be approved by certain employees or only certain invoice types can be seen e.g. food invoices.
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This is very important step as until groups have been setup any users with the invoice permission will be able to approve any invoice. This can be very dangerous for a business keeping control of their invoices.

Follow the steps below to create your invoice approval groups:

1. Click on Company settings.

2. Click "Invoice Approval Restrictions"

3. Click "Manage Invoice Approval Groups"

4. Click "Create New Group"

5. Enter a Name/ Heading.

6. Enter Max approval limit per invoice.

7. You can enter a minimum approval limit.

8. If you would like to make this the "Default Group" slide the toggle this will enable this group to anyone added with invoice permissions who has not been allocated to another group.

9. Here you can choose whether you would like to add nominal codes to include or Exclude.

10. Enter the nominal code.

11. Enter the approval limit for this nominal code.

12. Press the green plus box. you can add as many lines as you would like.

13. Click "Create"

Once you have set all the groups necessary, they will be shown in a list with all relevant information and saved to your company in the portal.

Edit/Edit My Own Permissions

In these sections you are able to dictate which employees have access to which approval groups. You can also select whether this rule applies to all companies in the group if there are multiple, or if you want it to be company specific.

1. Click "Manage Invoice Permissions For Users"

2. Select the employee you wish to allocate to a group by clicking "Edit" next to their name.

3. Select the group from the drop-box.

4. Slide the toggle if you wish to make this "Company Specific".

5. Click save.

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