Managing HQ Reviewer Groups

HQ Reviewer Groups define approval workflows for AP unapproved invoices and job billing—responsible person, reviewers, sequence, and change/rejection behavior.

Before you start

• Know who must approve and in what order, including amount thresholds.

Steps

1. Open HQ Reviewer Group.
2. Assign a responsible person (typically a default reviewer ID).
3. Set action on change data (for example do nothing, or clear prior approvals if job or amount changes).
4. Configure email options for rejections (originator and prior reviewers).
5. On the Reviewers tab, add reviewers and their approval sequence.
6. Use optional reviewer and approve with missing data as needed.
7. Set threshold amounts so higher amounts add extra reviewers.

Notes

• Aggressive “clear approvals on change” settings can restart workflows more often than intended.