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The approval process can have between 1 and 4 steps, as needed.
Configuration
User configuration
There are two user settings relevant for this functionality: Approval manner and Payment manner.
Setting up the Approval manner for all Resources (system level)
From Administrator > Web administrator > Configuration > Settings
Select the Default resource approval manner
Click “Apply to all users”
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Setting up the Approval manner for specific Resources (resource level)
The Approval manner and Payment manner can also be set at the resource level from the dropdown menus in the user’s profile:
| Info |
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These fields can only be seen and edited by managers. |
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| Info |
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These settings will precede the system default if set at a user level. |
| Tip |
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For more information on Payment manners, please check the Payment manner article. |
Other relevant roles
| Panel | ||
|---|---|---|
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Can delete Resource reports created by other users |
| Panel | ||
|---|---|---|
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Can edit the “Payment due on” field in Resource reports |
Resource reports page
System configuration
By default, the system applies one approval step to the Resource reports.
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The names of the steps can be customized from Administrator > Web administrator > Name conventions.
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User configuration
There are two user settings relevant for this functionality: Approval manner and Payment manner.
Setting up the Approval manner for all Resources (system level)
From Administrator > Web administrator > Configuration > Settings
Select the Default resource approval manner
Click “Apply to all users”
...
Setting up the Approval manner for specific Resources (resource level)
The Approval manner and Payment manner can also be set at the resource level from the dropdown menus in the user’s profile:
| Info |
|---|
These fields can only be seen and edited by managers. |
...
| Info |
|---|
These settings will precede the system default if set at a user level. |
| Tip |
|---|
For more information on Payment manners, please check the Payment manner article. |
Other relevant roles
| Panel | ||
|---|---|---|
| ||
Can delete Resource reports created by other users |
| Panel | ||
|---|---|---|
| ||
Can edit the “Payment due on” field in Resource reports |
...
From: Finance > Billing > Resource reports
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