The Payment Services administrator is responsible for Agency maintenance and User Maintenance.
Agency maintenance includes being able to:
Click the Agency tab to maintain various features of the application that will be specific to your agency, such as the names and number of the approval levels, e-mail notification, etc. (If you make changes to the Agency, it may help to stop entering invoices and approve all existing invoices first.)
Figure 1 - Agency maintenance
1. In the
Level field, enter the number of approval levels needed by your agency . Up to five levels can be created.
2. In the
Header section, type Header names for the approval levels. Do not use special characters or symbols, including &,',“,<,and \. These will be the names of the approval levels that you will see on the
Maint screens. These will also be the names of the column headers for each approval level on the
Appr by Dtl Line if you need to enable individual approval check boxes on the Approval screen for each line item. This gives the Approver more flexibility to approve items.
4. To enable email notification, checkthe
Notification check box. This sets an e-mail notification dialogue box to automatically pop up on other screens of the application when some action is saved (cost distribution, approvals, etc.) which allows users to send e-mail messages regarding the cost distribution, approvals, etc., to other application users. Uncheck it if you do not need email notifications.
Invoices check box if you want invoices automatically authorized when they are saved on the Invoice screen. A few agencies will uncheck this box because they wantusersto authorize invoices before the invoices are available on the
Tab to set which screen opens when users select the
Update to save the changes.