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
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:
Navigate to the relevant Purchase Invoice or Purchase Credit Memo card.
Select Request Approval > Cancel Approval Request.
Force approval
As an approval administrator, you can force the approval of a document by following these steps:
Navigate to the relevant Purchase Invoice or Purchase Credit Memo card.
Select Request Approval > Cancel Approval Request.
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:
Navigate to the relevant Purchase Invoice or Purchase Credit Memo card.
Select Request Approval > Approvals.
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.