---
title: Setting up the Manager Approvals function
description: How to setup the Manager Approvals function
---

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June 26, 2026

# Setting up the Manager Approvals function

## If your company wishes to use the Supplier Invoice ‘Manager Approval’ function, the  first step is to switch the function on (it is switched off by default, so if your company doesn’t want to use the function, then you don’t need to do anything.)

### **Step by Step Guide:**

1\. Navigate to SET UP FILES \> Approval & Posting Settings.

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-29/f4b86041-59d0-4fcd-903b-909897b45c34/user_cropped_screenshot_59b6fe48fc9e4ddda8cca61faf71f6bb_text_export.jpeg)

2\. Search for **Supplier Invoice Approval** under the **TRANSACTION TYPE** and check the **Approval Required?** box.

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-29/70ac09cc-727e-4713-b208-59626021f349/user_cropped_screenshot_82990e29acce454893f57e7310a11571_text_export.jpeg)

3\. Click **Save**

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-29/eac4a45e-e25c-43c1-a174-3c5f455d4766/user_cropped_screenshot_1f0dcc86bb52431e88df504515bc4d01_text_export.jpeg)

4\. Navigate back to **SET UP FILES \> User Access Groups**

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-29/b14dd7f4-357f-4ff1-89f3-38836ddbd280/user_cropped_screenshot_afba8aae0dda4851b57183cb5b1adf8b_text_export.jpeg)

5\. Select the **User Access Group** name hyperlink that needs access to the **Supplier Invoice Approval** function.

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-29/f24b8b09-837d-4877-a33f-36984201bc6e/user_cropped_screenshot_e8efb42cb29048d0a1c2b0023e506ae0_text_export.jpeg)

6\. Search for **Supplier Invoice Approval** function in the **Not Selected** section and move it to the **Selected** section.

![](https://colony-recorder.s3.amazonaws.com/files/2025-10-09/b303b29a-5f95-4de7-bb8f-112d8cb5622f/user_cropped_screenshot_5c2b9261d45440dd940a8ec7f989eb39_text_export.jpeg)

7\. Click **Save**

![](https://colony-recorder.s3.amazonaws.com/files/2025-09-29/a5a3544a-0b17-4de2-ad11-0cab85717ee5/user_cropped_screenshot_ac508e14037940f59e881bb6b44e739c_text_export.jpeg)

Tip: The steps above show how to enable Manager Approval for Supplier Invoices and grant users access to manage the Supplier Invoice page. If you’d like to specify which users have Approval Rights, you can do this within each employee’s profile under Approval and Posting Rights.

Click to know [How to set up employees to have manager approval rights for supplier invoices and or POs](https://knowledgebase.counta.com/knowledge/manager-approvals-define-mangers-who-have-approval-rights?hsLang=en).

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