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CCH Software User Documentation

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

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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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