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CCH Software User Documentation

Setting up an employee to authorise bills, timesheets, expenses and disbursements.

Employee Authorisation

You will need to give authority to some employees to authorise bills and timesheets of others. 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 of the wizard by using the Employee Details page: Authorisation tab.

To do this:

  • Find the employee's record.
  • On the Employees Details page, click the Authorisation tab.
  • In Authorisation Type, select Billing.
  • In View Type, select Can Authorise.
  • In the Can Authorise panel on the left, find the employee whose bills will be authorised by this employee.
  • Repeat the previous step for each employee being authorised

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Follow the same steps for timesheets, expenses and disbursements where appropriate.

Related Topics

About Employees

Employee Details page: Authorisation tab

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


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