If you are sending the Invoice/document to be approved by budget holder or other colleagues, you set up the Approval path here. There are several different ways to specify an Approval path and you can combine several different options. Following we review the various possibilities and how you set them up. If you do not wish to use Approval as a standard, you can turn it off in Settings located in the upper part of the screen in Retrieval.
In the Approval list you can enter one or more persons to approve an Invoice/document. You add a person to the Approval list by clicking on the search icon. You will then have the list of all users of the system, select the one you want by clicking on him/her. You can also start typing the name of the person and this will bring up a list of suggestions of which you can chose the person you want. When you have chosen the person you want, click on the icon that resembles a person and a green plus sign. The person will now be added to the list of approvers. The order of the persons in the list indicates that the first on the list must be approved before the next on the list will be given the opportunity to approve the invoice / voucher. To remove a person from the Approval list, highlight the person and click on the icon with a person and a red minus sign.
Parallel – approval
If there are several persons who shall approve the Invoice/document without it having to be in any particular order of who approves first, you can achieve this by clicking on the icon with two people and a green plus sign. This adds a folder called Parallel to the Approval list. Highlight the folder and select the person from the list that is required to approve and then click the icon with a person and a green plus sign. All approvers in Parallel will be offered the opportunity to approve the Invoice/document at the same time.
At least one – approval
If there are several persons who shall approve an Invoice/document, but it is sufficient that any one of them approves, can achieve this by adding a folder called At least one. You add this by first adding the folder Parallel by clicking on the icon with two people and a plus sign. Then highlight the folder Parallel and click on the icon with two people and a green plus sign again. This adds the folder At least one, highlight this folder and add people to the Approval list as normal. This means that only one of the chosen approvers will have to approve the Invoice/document before it will go on to the next approver on the list (if there are any following the folder At least one), or maybe move to Booking.