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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

When your system is set-up to require approval for suppliers and/or bank details and a new supplier/bank is added, the supplier/bank is automatically classed as Unapproved

This guide covers how to:

Approve supplier details

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

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

Approve bank details

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

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

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