Explanation of the fields

• Description: Enter the description.

• Check amount: Invoices with a higher amount than set in this setting always require additional approval, even if the first approver has enough rights.

• Check amount additional approval: Invoice with a higher amount than set in this setting always require a second additional approver even if earlier approvers had enough approval rights.

• Link cost center required: If set to ‘False’ the system is allowed to look for approvers on a higher level of cost centers, if set to ‘False’ a mandate is looked for on the specific cost center used.

• Threshold for additional approval 1/ 2: This fields enable you to force additional (overall) approval if the amount of the invoice is about the amounts set here.

• Approval parameter 3: The database table which is used for the third parameter.

• Approval parameter 3 label: The name of the third parameter which is used in the approval matrix for determining the approval route.

• Approval parameter 4: The database table which is used for the fourth parameter.

• Approval parameter 4 label: The name of the fourth parameter which is used in the approval matrix for determining the approval route.

• Approval parameter prio 1-3: In which order will the system looks for approvers. In this print screen, the most important coding parameter (prio 1 ) = 2, which is organisation. The next element is Cost units (parameter 3) and the third priority is general ledgers (parameter 4). The lowest level is always cost center.

• Secretary approval, Second line approval, First overall approval, Second overall approval: If set to ‘True’ then the approval step is used.

In most cases, the settings of the approval type are discussed with our consultant during the implementation and no changes are required after ‘Go-Live’.

In the approval type the buttons ‘export’ and ‘import’ are available. By using the button ‘export’ a .CSV file is generated with all approval lines. It is possible to edit the file by adding new, changing current info, or put items on ‘delete’. By using the ‘import’ button the changes can be uploaded again. (please make sure your list separator sign used is ‘,’ and not ‘;’.)

PLEASE USE ONLY WITH THE HIGHEST CARE.

Test this explicitly in a very recent copy of your environment in TEST. Note that any work related to the approval matrix is NOT part of the default support contract. Support related to this feature export and import will be handled as a change request.