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How to set up an employee to give secondary authorisation to another

Last modified 08:03, 24 Apr 2017
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The practice will require a secondary authorisation on specific bills and timesheets. An example of these circumstances may be bills where the value is over a certain amount or a timesheet where excess hours are involved.

The authority for an employee to give secondary authorisation on a bill or timesheet is usually setup when you complete Step 8 of the Add New Employee Wizard. However, you can set up and modify secondary authorities outside the wizard by using the Employee Details page: Authorisation tab.

  1. Find the employee's record.

  2. On the Employees Details page, click the Authorisation tab.

    The Authorisation tab appears.

  3. In Authorisation Type, select Secondary.

  4. In View Type. select Can Authorise.

    The panel heading changes to Can Authorise.

  5. In the Can Authorise panel, find the employee who this employee will give secondary authorisation to on bills and timesheets.

  6. Repeat Step 5 for each employee.

  7. Click OK if appropriate.

Related topics

About Employees

Employee Details page: Authorisation tab

How to set up who will give secondary authorisation to an employee


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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CCH Practice Management

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