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changes.mady.by.user Thomas Sherman

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The table below explains how each person gets categorized as either a finance, project, or management approver.


Approver TypePermissions
Finance
Project Manager Act as Finance
  • PM Can Approve Adjustments flag AND you are on PM team for all on projects on the invoice
Project
  • You are on the PM team for all projects on this invoice OR
  • You are a finance approver for this invocice and the system setting Finance can act as PM is enabled 
Management


Management Approval can always be required, never be required, or required when either a dollar or percentage amount is exceeded. This is configured from the System Settings Billing Tab.

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To know who you'll be notifying see a list of approvers from the summary tab.