Setting up who will give secondary authorisation to an employee

Secondary Authorisation for an employee

The practice will require a secondary authorisation on specific bills and timesheets created by an employee. An example of these circumstances may be bills where the value is over a certain amount or a timesheet where excess hours are involved.

Who will give secondary authorisation to the employee's bills and timesheets 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 Authorised by.

• The panel heading will change to Is Authorised By.

• In the Is Authorised By panel, find the employee who will give secondary authorisation to this employee's bills and timesheets.

• Repeat the previous for each employee as required.

• Click OK.

Related topics

About Employees

Employee Details page: Authorisation tab

How to set up an employee to give secondary authorisation to another