Articles
Approval Types
1. Approval Type General Tab Allow adding attachments during workflow: Enables users’ ability to add attachments to entries under review. Allow editing attachments during workflow: Enables users’ a...
Approval Groups
This is the main browse screen for Approval Groups. Buttons: New: Create a new Approval Group. Edit: Edit the selected Approval Group. Delete: Delete the selected Approval Group. Audit: Allows...
Approval Tables
This screen displays all created Approval Tables. The list grid may be limited by Approval Source (Purchase Order, Journal Entry, Invoice, or Payment batch). Buttons: New: Opens the new Approval Group add screen. Edit:&nb...
Approval Options
Use distribution accounts to assign approvers to entries: Activate default account segments to assign to Approval Groups. Up to two segments may be selected. When a default account segment is applied to an Approval Group it is assigned ...