Setting Employee Approval Information

You can set the approval routing to use the approval hierarchy of the record submitter. The approval chain is determined by the amount field mapping value selected in the approval rule.

You should set up approval information for all your employees who create, submit, edit, or approve transaction records.

To set employee approval information:

Go to Lists > Employees > Employees.
Click Edit next to the name of the employee.
Click the Human Resources tab.
In the Expense and Purchasing section, complete the following for expense reports:
- Expense Limit – Enter the amount this employee can expense without approval from a supervisor or approver.
- Expense Approver – Select the person that approves the employee’s expense reports. If no approver is selected, the employee’s supervisor approves the expense reports.
  
  Note:
  If an expense approver is selected, the supervisor is no longer part of the approval hierarchy.
- Expense Approval Limit – Enter the maximum expense report amount that this employee can approve when selected as another employee’s approver.
On the Human Resources subtab, click the Approval Information subtab and complete the following fields for journal entries:
- For Journal Entries:
  - In the Journal Entry Limit field, enter the maximum journal entry amount that this employee can submit without requiring approval.
    
    Note that this amount will be used if you check the Use Employee Limit (Apply if Higher Than Record Amount Limit) box in the approval rule. For more information, see Creating Approval Rules.
  - In the Journal Entry Approver field, select the name of the employee authorized to approve journal entries submitted by this employee. For more information, see Supervisors, Approvers, and Approval Limits.
  - In the Journal Entry Approval Limit field, enter the maximum journal entry amount that this employee can approve when specified as another employee's approver.
- For Vendor Bills:
  - In the Vendor Bill Approver field, select the name of the employee who will approve vendor bills submitted by this employee.
  - In the Vendor Bill Approval Limit field, enter the maximum vendor bill amount that this employee can approve when specified as another employee's approver.
  - In the Vendor Bill Entry Limit field, enter the maximum vendor bill amount that this employee can submit without requiring approval.
- For Sales Orders:
  - In the Sales Order Approver field, select the name of the employee authorized to approve sales orders submitted by this employee.
  - In the Sales Order Approval Limit field, enter the maximum Sales Order amount that this employee can approve when selected as another employee’s approver.
  - In the Sales Order Entry Limit field, enter the maximum Sales Order amount that this employee can submit without requiring approval.
- For Purchase Orders, refer to Supervisors, Approvers, and Approval Limits.
When you have finished, click Save.

For more information, read Entering Human Resources Information for an Employee.

Note:

To set up approval delegation, see Delegating Approvals with SuiteApproval.

To set employee approval information:

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