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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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Tip

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 Reapit 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

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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

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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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Tip

Where bank details are changed (i.e. sort code and/or account number), the approval process is reset and the new details will require approval

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

Configuration option which requires newly entered supplier and/or bank details to gain approval from authorised user(s) before they can be used

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