Add or remove an approver for bill payments

In Accounts Payable, user permissions determine whether a user can approve payments. At any time after you define payment approval levels in Configure Accounts Payable, you can add or remove approvers by editing their Approve payments permissions.

1. Go to Company > Admin > Users, roles, and groups > Users.

2. Find the user in the list.

   Depending on the permissions model for your company, you will either edit the user's subscriptions or assign a role to a user.

3. For user-based subscriptions:

   1. Select Subscriptions for the user.
   2. Next to Accounts Payable, select Permissions.

   3. To add approval permissions:

      1. Next to Approve payments, select the List checkbox to allow the user to view the list of pending approvals.

      2. On the same line, select the checkbox for the approval level you want to assign.

         You defined amounts for these levels when you defined your approval process. You can the levels and corresponding amounts in Configure Accounts Payable, under Payment approval settings.

   4. Select Save on the Accounts Payable permissions popup.
   5. Select Save on the subscriptions page.

4. For role-based subscriptions:

   1. If there is no existing role for payment approvals at this level, define a new role.
   2. Assign the role to the user.