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’ ability to edit attac...
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 a user to search al...
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). Menu Buttons: New: Opens the new Approval Group add screen. Clone Se...
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 as a ...