Page 51 - Administering the System Participant Guide (SDL)

Managing Approval Groups
A new Approval Group can be created to establish a timesheet and expense report
approval workflow for an organization. Unanet recommends making a member of the
Finance or Accounting department the final approver to ensure the accuracy of
submissions. An Approval Group for inactive users should be created to house users
that are no longer with your organization to preserve their historical data.

Demo 10.1 – Create and Modify Approval Groups

Log in as the Administrator, Ralph Durbin (rdurbin/welcome).

Demo Highlights

• Create a new Time and Expense Approval Group
• Modify an existing Approval Group to remove an inactive user

Approval Related Eligible Eligible Eligible
Group Type “Approvals” Approvers Submitters Document(s)
Properties
Accounts Vendor Invoice: AP Manager AP Poster Vendor Invoices
Payable Require/Conditionally AP User
Require/Optional/Disable
Accounts Customer Invoice: AR Manager Billable Customer Invoices
Receivable Disabled/Optional/Required Projects +
“Generate
Unanet
Invoice”
enabled

Purchasing Purchase Order/Purchase Purchasing Purchase Purchase
Requisition: Require Approvals Manager Requestors Requisitions
Purchasers Purchase Orders

Lesson 10: Managing Approval Groups ©2021 Unanet. All rights reserved.
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