Fresh Projects

00:13: First, select "Settings" from the main menu.

00:17: Then,

00:18: select "Company Settings" from the drop-down list.

00:22: Then, navigate to the "Financials" tab at the top of the dashboard.

00:27: Scroll to the bottom of the "Financial" tab, where you will find the option to "Limit

00:32: finalise Invoices."

00:35: Please note that this feature is not automatically enabled.

00:39: If you do not see it at the bottom of your financial settings tab,

00:43: please contact support,

00:44: and we will be happy to assist you in enabling this setting.

00:49: After selecting the "Limited" option,

00:51: you can proceed to add the authorised employees.

00:55: Multiple employees can be authorised to finalise invoices.

01:01: Once nominated employees are set, users without authorized finalisation permissions

01:06: will only see the option to Approve invoices.

01:10: Approvers can add an internal note for the nominated employee who will finalise the invoice.

01:15: invoice.

01:17: Nominated employees can see all approved invoices under the Invoicing tab.

01:23: Only nominated employees will see the option to Finalise the invoice.

01:29: They can also view any internal notes added by the approver.

01:34: You have now successfully configured your multi level invoice approval setup