Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

This guide has been reviewed against our global client base and classed as relevant to all regions

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

The number of approvals required for suppliers and bank details is configurable - one/both can be enabled and a different number of approvers can be set for each option

The ability to approve supplier details and/or bank details is a security configuration option - therefore a user must have this in order to approve supplier/bank details - if more than one approval is required, this needs to be done by individual authorised users

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

This guide covers:

Approving supplier details

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

1. Unapproved supplier

From company/supplier:

  • 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

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

3. Supplier approved

When fully approved:

  • The Details approved confirmation message is displayed

  • The Unapproved text will be removed from the supplier screen

Approving bank details

Until bank details are approved, payments cannot be made in the BACS & Cheque Run

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

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

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

  • No labels