Managing HQ Reviewer Groups

HQ Reviewer Groups define approval workflows for AP unapproved invoices, timesheets, 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. Select a reviewer group type: Invoice (AP unapproved), Timesheet, or Job Billing. Note that Timesheet type disables most Info-tab fields.
3. Assign a responsible person (typically a default reviewer ID).
4. Set action on change data (for example do nothing, or clear prior approvals if job or amount changes).
5. Optionally enable allow up level approval so approvers can review items for themselves only, or for themselves and lower levels. This works with action on change data to control when approvals reset.
6. Configure email options for rejections (originator and prior reviewers).
7. On the Reviewers tab, add reviewers and their approval sequence.
8. Use optional reviewer and approve with missing data as needed.
9. Set threshold amounts so higher amounts add extra reviewers. Thresholds can apply at the line level or invoice total depending on your configuration.

Notes

• Aggressive "clear approvals on change" settings can restart workflows more often than intended.
• For timesheet reviewer groups, assignment hierarchy applies: job or project assignment takes precedence over employee assignment.