Managing Purchasing User-Based Approval Configuration

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User-Based Approvals (UBAs) enable administrators to assign one or more approvers to a user. Once assigned, the user's transactions will route directly to those approvers, making an approval chain.

This article will show you, an Accounts Payable Employee, how to manage your company's approval chains.

Step 1: On the Certify homepage, click the Purchasing tab.

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Step 2: Click Go to Purchasing.

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Step 3: This is your Purchasing dashboard. Click the Configuration tab.

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Step 4: This is your Department Configuration page. Click your company on the left.

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Step 5: Click Company Preferences.

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Step 6: Scroll to the Routing Controls section and be sure the circle is checked next to Turn on User Approval Delegation for all approvers.

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Step 7: Click Save.

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Step 8: At the top of the screen, click User-Based Approvals.

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Step 9: Search for the submitter and select the user by clicking their name.

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Step 10: Search for the submitter's approvers, and click the blue Add button next to their name to add them to the Approval Chain.

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Step 11: More than one approver can be added to the approval chain. Add any additional approvers. Then, place a checkmark under Invoices and Requisitions if you want the approver to approve those items. Also, the order of the approvers can be modified by using the Up or Down button.

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Step 12: Click Save & Close when complete.

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Step 13: You'll be returned to the User-Based Approvals page where you can continue to edit approval chains.

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