Create Reimbursement Signatories

Click here for more information on signatories.

Create reimbursement signatories

1. Select Signatories under Payables from the Purchasing & AP menu, and the Reimbursement Signatories window opens.

2. Click Add Signatory, and the New Payables Signatory window opens.

3. Enter the Name, and click Create. The new signatory is saved, and other tabs are displayed.

4. Click Edit Identifier, and the Edit Identifier window opens.

5. Complete the fields as described below.

• Name: Enter a title for this signatory level.

• Signature Sequence: Enter a number to indicate the order in which this signatory must approve the requisition. In a three-level approval process, we recommend using the numbers 0-10 for the first level, 11-19 for the second level, and 20-29 for the final level.

• Blocking: Select from Blocks review process until provided and Does NOT block review process. In a three-level approval process, you will want to designate the first two levels of signatory as blocking levels because you wouldn't want the final signatory to approve the requisition if the signatory on the first or second level was not going to approve it.

• Criteria Mode: Defaults to the recommended Use Editor-Based Criteria.

6. Click Save, and you're returned to the General Information tab.

Continue to Add Criteria to Reimbursement Signatories

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