startSetting up who will give secondary authorisation to an employee
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Setting up who will give secondary authorisation to an employee

CCH Practice Management
Last update: Reading time 1 minutes
Employee ManagementAuthorisation

    Secondary Authorisation for an employee

    The practice will require a secondary authorisation on specific bills and timesheets created by an employee. An example of these circumstances may be bills where the value is over a certain amount or a timesheet where excess hours are involved.

    Who will give secondary authorisation to the employee's bills and timesheets is usually setup when you complete Step 8 of the Add New Employee Wizard. However, you can set up and modify secondary authorities outside the wizard by using the Employee Details page: Authorisation tab.

    • Find the employee's record.

    • On the Employees Details page, click the Authorisation tab.

    • In Authorisation Type, select Secondary.

    • In View Type select Authorised by.

    • The panel heading will change to Is Authorised By.

    • In the Is Authorised By panel, find the employee who will give secondary authorisation to this employee's bills and timesheets.

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    • Repeat the previous for each employee as required.

    • Click OK.

    Related topics

    About Employees

    Employee Details page: Authorisation tab

    How to set up an employee to give secondary authorisation to another

    © Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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