Adding Specific Approval Limits per User

Along with placing a company-wide dollar amount approval limit on invoices (see Configuring Approval Levels), you can also apply specific approval amount limits per user based on the department, loan-level type and invoice type. Use this feature to add specific approval limits per user.

1. On the toolbar, point to Security and click Manage Users.

   A list of users appears.

2. Click the Manage button corresponding to the user for which you want to set approval limits.

   The Manage User window appears.

3. Click the Approval tab.
4. Click Add.

   The Add User Approval Record window appears.

5. From the Department drop-down list, select one or more departments for which to apply the approval limit.

   The Invoice Type field displays the values for the selected department. Hold down the CTRL key to select multiple departments.

6. From the Invoice Type drop-down list, select one or more invoice types. Hold down the CTRL key to select multiple invoices.
7. From the Loan Type drop-down list, select one or more loan types. Hold down the CTRL key to select multiple loan types.
8. In the Approval Limit field, enter an approval limit dollar amount.
9. Click OK.