Answer
Nov 12, 2016 - 06:38 AM
The Lead Company Person is the only user that is automatically given invoice approval rights. All other approvers including the #2 Lead Company Person will need to be added to the invoice approval route as applicable.
To edit an approval route:
1. Mouse over the Navigation Panel and click Settings, click the Invoice Approval Routes link.
2. Click the route you would like to edit.
3. To add the #2 Lead Company Person, click the Add button, and then click Select. In the User list, click Go, and then click the name of the #2 Lead Company Person. Enter the threshold, or minimum amount, of invoices that the reviewer or approver must review.
4. Click Save & Close. https://trackerhelp.serengetilaw.com/TrackHelp_CO/Content/0734Hlp/CoAdm/co_9255
-InvSetupApprovalRoute.htm
To edit an approval route:
1. Mouse over the Navigation Panel and click Settings, click the Invoice Approval Routes link.
2. Click the route you would like to edit.
3. To add the #2 Lead Company Person, click the Add button, and then click Select. In the User list, click Go, and then click the name of the #2 Lead Company Person. Enter the threshold, or minimum amount, of invoices that the reviewer or approver must review.
4. Click Save & Close. https://trackerhelp.serengetilaw.com/TrackHelp_CO/Content/0734Hlp/CoAdm/co_9255
-InvSetupApprovalRoute.htm
