Additional approval codes can be used if you have additional needs for codes for your accounting system. For example, if you need to have a project code or an additional code associated with a GL or a code for a CapEX. These additional approval codes will appear on work order forms when the user selects a category and when approving invoices. Additional Approval Codes must be added in manually: they cannot be deleted from the system — they can only be disabled.
How to Add Additional Approval Codes
- Navigate to more > Admin > Accounting > Additional Approval Codes.
- Click Add Additional Approval Code.
- Select a category and enter an Approval Code Name in the text box.
- Click Save. The list of approval codes will display. Your new code will be enabled by default.
If you no longer want an approval code available for use in the system, uncheck the box in the Enabled column next to the code name. This will immediately disable the code. To re-enable the code, check the box again.
Note: If you add an additional approval code and need to it be part of your eInvoice process, please reach out to your Account Executive to discuss and have a quote created for your custom eInvoice process to be updated.