Accountants Enterprise with Practice Manager only
The practice will probably require two authorisers on specific bills and timesheets. For example, for bills with a value over a certain amount or for timesheets with excess hours.
The authority for an employee to give secondary authorisation on a bill or timesheet is usually set up when you complete Step 8 of the Create Employee Wizard. You can also set up and modify secondary authorisers outside the wizard, using the Employee page > Authorisation tab.
To set up an employee as a secondary authoriser to another
- Find and open the employee. The Employee page opens on the Main tab by default.
Click the Authorisation tab.
Select the Secondary option in the Authorisation Type section.
Select the Can Authorise option in the View type section. The panel heading changes to Can Authorise
Find and select the employee who the current employee will give secondary authorisation to on bills and timesheets in the Can Authorise panel. Click the ellipse button to find and select an employee from the Find Employees window if they are not listed in the Can Authorise panel.
Repeat Step 5. for each employee.
Click OK to save the changes.
To set up this employee as a secondary authoriser
Find and open the employee. The Employee page opens on the Main tab by default.
Click the Authorisation tab.
Select the Secondary option in the Authorisation Type section.
Select the Authorised by option in the View type section.The panel heading changes to Is Authorised By
Find and select the employee who the current employee will give secondary authorisation to on bills and timesheets in the Is Authorised By panel. Click the ellipse button to find and select an employee from the Find Employees window if they are not listed in the Is Authorised By panel.
Repeat Step 5. for each employee.
Click OK to save the changes.
