Setting up an employee to give secondary authorisation to another
Secondary Authorisation for an authoriser
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.
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Find the employee's record.
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On the Employees Details page, click the Authorisation tab.
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In Authorisation Type, select Secondary.
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In View Type select Can Authorise.
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The panel heading will change to Can Authorise.
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In the Can Authorise panel, find the employee who this employee will give secondary authorisation to on bills and timesheets.
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Repeat the previous step for each employee as required.
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Click OK.
Related topics
About Employees
Employee Details page: Authorisation tab
How to set up who will give secondary authorisation to an employee
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