Approval

QuickEasy's Approval functionality can be used to Approve and Check Transactions depending on the value of a Transaction. In addition, it also allows you to restrict users by Transaction Status and the direction in which they are able to move a Transaction's status.

Navigation

Main Menu > Setup > Transaction Types > Approval

1. Transaction - This lists the Transaction Types in the database.

2. Staff - The user with Approval functionality is specified here. The drop-down list shows all the Staff members loaded on the database.

3. Bus. Entities - This specifies if this Transaction Type will use Business Entities.

4. Change Status up only - If selected, this allows the user to only select a Status that moves the job forward to the next Status, and may not revert the job to a previous Status.

5. Max. Status - This is the highest level Status that the user is allowed to select for this Transaction Type. The Maximum Status setting restricts Users from editing a Transaction that has been set to a higher status than their Maximum Status. ie. Transactions are read-only when they are past the Maximum Status.

6. Approved Status - This specifies which Status will indicate that the user has approved the job.

7. Checked Status - This specifies which Status will indicate that the user has checked the job.

8. Approval Amount - This specifies the maximum amount that the user is qualified to approve.

How it works

You can Approved or Checked a Transaction by clicking the Approve button at the top-right of the Transaction window.

The Approve button will be visible when an Approval rule exists for the logged in User and the Approval limit is greater than 0.

The Approve button is enabled when the Transaction has not been Approved and the total is less than the User's Approval limit.

The Approve button is also enabled when the Transaction has not been Checked and the total is greater than the User's Approval limit.

When the Approve button is clicked, one of two things will happen:

• If the Transaction Total is less than the User's Approval limit, the Transaction is set to the Approve Status.

• If the Transaction Total is greater than the User's Approval limit, the Transaction is set to the Checked Status.