>In OfficeCentral, you can set approvers in order to approve applications/requests of claims, advance, payment requisition, payment voucher and petty cash voucher. Here, you can set approvers for Finance module. To set approver, please follow the guide below:
- Select “CONFIGURATIONS” and click on “APPROVER”.
2. After you click the button, you will see this page. Please select which staff you want to set approver and click on “Set Staff Approver” as per the picture below:
3. After click “SET STAFF APPROVERS”, you will see the following page:
4. The screenshot shown below is how it will looks like when you click on “Add Approver” in the picture above. You will need to put in the approval level, select the approver’s name and click
Descriptions:
A | Here you can type a number of approval level. For example 1. |
B | User can choose name of approver here. Name of approver need to be register in staff profile and also need to create as a user to able that particular approver can login in the system. |
C | User can choose name of staff to be approved here. Name of staffs need to be register in staff profile and also need to create as a user to able that particular staff can login in the system. |
D | After done key in the information, please click “CREATE”. |
>APPROVER can be setup for multiple levels starting from Level 1 and onwards. You can also setup multiple approvers on the same level. All transactions must be approved at the lower level before going to the higher level.
Note: If you have only 1 user in the company’s OfficeCentral account, you do not have to setup the approver. |