HansaManuals Home   >> Standard ERP   >> Expenses   >> Expense Register  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 8.4  

Operations Menu - Expense - Authorise

This page describes the 'Authorise' function on the Operations menu in the Expense record window. If you are using iOS or Android, the 'Authorise' function is on the Tools menu (with 'wrench' icon).

---

Once you have entered an Expense record, you can authorise it before marking it as OK. If you need it to be mandatory that Expense records are authorised before they can be marked as OK, select the Signer Required option in the Expense Settings setting. To authorise an Expense record, open it in a record window and select 'Authorise' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android). Your Signature will be placed in the Signer field in the header. Then, tick the OK box and save by clicking the [Save] button (Windows/Mac OS X) or tapping √ (iOS/Android).

You can use the Access Groups setting in the System module to restrict the use of the 'Authorise' function to certain members of staff. To do this, first move to the System module using the [Switch Module] button in the Navigation Centre and then open a record in the Access Groups setting. If the Access Group will be assigned to Persons whose Start Access Level is "No Access", you should use the grid to allow members of that Access Group to use particular features:

In this illustration, members of the "CRM1" Access Group are allowed full access to the Expenses module so that they can enter their own Expenses. But, they have explicitly been prevented access to the 'Authorise' Operations/Tools menu function.

If the Access Group will be assigned to Persons whose Start Access Level is "Full Access", you should use the grid to prevent members of that Access Group from using particular features:

In both cases, if the 'Authorise Expenses' Action is not listed in the grid, members of the Access Group will be able to authorise Expense records, providing they have access to the Expenses module. Access to the Expenses module includes the ability to authorise Expenses, so you must explicitly deny access to the 'Authorise Expenses' Action where necessary.

---

The Expense register in Standard ERP:

• Introduction
  

• Entering an Expense record
  

• Inspecting Expense records, Marking as OK and Posting to the Nominal Ledger
  

• Expenses in Currency
  

• Error Messages
  

• Invalidating Expenses
  

• Registering Expenses Using Purchase Invoices
  

• Operations menu, including:
  
  • OK
    

  • Open NL Transaction
    

  • Authorise
    

  • Expense Status
    

  • Connect to Personnel Payment
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu

Go back to:

• Home page for Expenses module manual
  

• Home page for Standard ERP manual

Previous   Next   Top            Entire Chapter in Printable Form