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

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 the type you would like to set authorisation for - the example below uses 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.

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