Managing HQ Reviewers

HQ Reviewers assigns people into reviewer groups for invoice and job billing approval—sequence, optional reviewers, and amount thresholds.

Before you start

• Reviewer groups exist.
• Reviewer IDs are available for the people who approve.

Steps

1. Open HQ Reviewers.
2. Assign reviewers to the correct reviewer group.
3. Set the approval sequence.
4. Mark a reviewer optional when they are not always required.
5. Set a threshold amount when management approval is required above a value.
6. Configure rejection email notifications so the originator and prior reviewers are informed.

Notes

• Missing or wrong sequence assignments stall approvals.