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To enable this configuration option, click here to contact Reapit Support

This guide covers how to:

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Approve supplier details

Note

Until suppliers are approved, they cannot be added to works orders or supplier invoices

1. Unapproved supplier

From company / supplier record:

  • Hover over Supplier (Unapproved)
    Unapproved will only display when approval is required

  • In the tool tip:

    • Approved shows how many approvals have been logged (and who by)

    • Pending shows how many are still required

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Infotip

In this example, the system is configured to require one approval for suppliers

2. Approve supplier

From company/supplier:

  • Click Supplier (Unapproved) then click Approve Supplier Details

  • When more than one approval is needed, this will be indicated on screen

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3. Supplier approved

When fully approved:

  • The Details approved confirmation message is displayed

  • The Unapproved text will be removed from the supplier screen

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Approve bank details

Note

Until bank details are approved, payments cannot be made in the BACS & Cheque Run
(when using Client Accounts in AgencyCloud)

1. Unapproved bank details

From bank details:

  • Hover over Approve Details

    Approve Details will only be available when approval is required

  • In the tool tip:

    • Approved shows how many approvals have been logged (and who by)

    • Pending shows how many are still required

Info

In this example, the system is configured to require two approvals for bank details

2. Approve bank details

From bank details:

  • Click Approve Details (shown in step 1)

  • When more than one approval is needed, this will be indicated on screen

3. Bank details approved

When fully approved

  • The Details approved confirmation message is displayed

  • The Approve Details link will be greyed out then removed when viewing bank details screen in future

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