Setting up an employee to give secondary authorisation to another

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.

• Find the employee's record.

• On the Employees Details page, click the Authorisation tab.

• In Authorisation Type, select Secondary.

• In View Type select Can Authorise.

• The panel heading will change to Can Authorise.

• In the Can Authorise panel, find the employee who this employee will give secondary authorisation to on bills and timesheets.

• Repeat the previous step for each employee as required.

• Click OK.