How to create sequential approvals for Credit Cards

Step by Step Guide:

1. Navigate to Set Up Files > Approval & Posting Settings.

2. Click Approval Scenarios.

3. Click New Scenario.

4. Enter the following information:

Office
Select an office.

Transaction Type
Select Credit Cards.

Show inactive lines?
Check to view inactive approval sequences.

Sequence
Enter the order of approvals as defined by the company's approval rules.

Approval Data Type
Select the data type

• Billable Cost
• Non - Billable Cost
• Billable Cost Exceeds Estimate

Description
Enter a description (the description entered can be the same as the approver type).

Minimum Amount
Enter the minimum amount (if applicable).

Approver Type
Select an approver type

• Specific Approver
• Supervisor of Employee
• Department Head of Employee
• Approver Nominated on Transaction
• User Access Group
• Job Manager
• Job Production Manager
• Department Head

Specific Approver
Enter the name of a specific approver (if applicable).

User Access Group
Select a specific group to approve the purchase order (if applicable).

Send Message?
Check the box to send a message regarding the status to the employees involved.

Send Email
Check the box to send an email regarding the status to the employees involved.

Active
Check the box to keep the line item active.

5. Click Save.

Tip: Approval sequences can be created for each approval data type.

Once Approval Scenarios are created, it is important to note that switching back to the old workflow is not possible.