ima_Configuring Approval Levels

Configuring Approval Levels

Use this feature to apply a company-wide dollar amount approval limit on invoices. For users who have permissions that allow approving invoices, InvoicingSM defaults the approval level to this amount.

The only exception to this setting is when the user may have specific department/loan type dollar amount approval levels. User-specific approval levels take precedence over company-wide approval levels.

From the toolbar, select Client Setup and click Configure Approval Levels.
The Invoice Approval Setup screen appears.
In the Default Amount field, enter an amount.
Click Save Change.

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