Creating, Editing, or Deleting a Purchase Order Approver

To establish a purchase order approver, follow these steps:

Access the settings section within billable companies.

Within the settings, locate and click on the "Purchase Order Approvers" option.

From the provided list, choose the relevant staff member using the dropdown menu.

Specify an amount limit by entering a value, or alternatively, leave the field blank for no spending limit.

Complete the process by selecting the "Add Approver" button.

Once this is done, the designated user will be visible in the approval process when sending out a purchase request. If the requested purchase falls within their set limit, they will have the authority to approve it themselves. However, if the purchase request amount exceeds their limit, it will be routed as a task to the chosen approver for their assessment and decision.

N.B. To adjust the limit for a user's update, modify the amount in the PO limit amount field and then press "Change." To revoke the user's status as a PO remover, simply click on the X. A popup will appear once these steps are completed.