How do I set payment approval limits?
- Select User Admin
- Select Users
- Select the user from the list.
- Select User Rights
- Amend the following as required:
- Payment Approval - Will allow the user to approve payments of these types
- Select from Dual and/or Unrestricted for the payment types listed for which the approval limits will apply.
- Approval Limits - The individual payment value up to which the user can approve
- Unrestricted. Enter the maximum amount that this user can approve on their own for the payment entry types selected.
- Approval Limits - The individual payment value up to which the user can approve with another user
- Dual - Enter the maximum amount that this user can approve with a 2nd user for the payment entry types selected.
- By selecting Unlimited next to Inter Account Transfers and Notice Withdrawals these become exempt from the approval limits entered.
- To restrict a user from approving a payment type a zero.
- Approve Own - Select this if the user is permitted to approve payments that they have keyed themselves
- Amend Uploads - Select this if the user is permitted to amend payments that have been uploaded.
