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  • August 10, 2022 19:19
  • Updated

How to create a group and add an Approver for payments

The following article outlines how to create a group and add an approver for payments. 


  1. Click on the Settings tab
  2.  Select Manage Approval Routing
  3. Click on the Payments tab
  4. Click on Create New Group
  5. Input the Group Name and select Add
  6. Next, click on Add User To Group 
  7. Input the Approver data Level, Approver, and Threshold
  8. Once you've filled out the information, click Add. 

Great work! You've created a new group and added an approver. Continue adding approvers until you've created your group. 

 

Additional Information: 

  • Only users with Manage Approval Routing permission can perform the steps listed
  • Approval Routing Overview
  • FAQ: Approval Routing
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