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How to set up who authorises an employee's bills and timesheets

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You need to specify who can authorise an employee's bills and timesheets. The authority is usually setup when you complete Step 8 of the Add New Employee Wizard. However, you can set up and modify employee 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.

  1. In Authorisation Type, select Billing.

  2. In View Type, select Authorised by.

    The panel headings change.

  3. In Is Authorised By, find the employee who will authorise the employee's bills.

  4. Repeat Step 5 for each employee.

  5. In Authorisation Type, select Timesheets.

  6. In View Type, select Authorised by.

  7. In Is Authorised By, find the employee who will authorise the employee's timesheets.

  8. Repeat Step 8 for each employee.

  9. Click OK if appropriate.

Related Topics

About Employees

Employee Details page: Authorisation tab

How to set up an employee to authorise bills and timesheets


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

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