Continia User Setup for Approvals

In order for a user to be able to approve documents in either Continia Document Capture or the Continia Web Approval Portal, the user must be configured as an approver first. This article provides details on how to do this.

To set up users as approvers

In order to enable a user to approve documents, follow these steps:

  1. Choose the Search icon, enter Continia User Setup, and then choose the related link.
  2. Select the user who you want to set up as an approver.
  3. In the action bar, select Edit to open the selected user's Continia User Setup Card.
  4. On the General FastTab, fill in the fields as necessary. The following fields are mandatory:
    • In Salesperson/Purchaser, enter the name of the selected user as registered in Microsoft Dynamics 365 Business Central.
    • In Approver ID (Manager), enter the ID of the selected user's manager (or any other next-level approver that can approve documents if the user's own limits are insufficient).
    • Under Purchase Invoice and Credit Memo Approval, be sure to either enter a maximum approval amount for the selected user under Approval Limit or, if applicable, select Unlimited Approval.

    Note

    If you want to configure assigning permissions for the user or for a group that the user is a member of (see To configure individual approver permissions and To configure account and dimension permissions for a group), you must enable Can Edit Posting Lines as well.

    In case you want the user to be an approval administrator, toggle the Approval Administrator switch. For more information, see Approval administrator permissions below.

  5. On the Web Approval FastTab, select the approval client that the selected user will use to approve documents. The selected approval client will be opened whenever the user selects a link in a notification email.

Approval administrator permissions

Approval administrators have more permissions than ordinary approvers. When you set up a user as an approval administrator, the user will be able to:

  • Forward approval requests on behalf of other users. Ordinary approvers receive an error message if they attempt to do so.
  • Use the Force Approval feature.
  • Delete or edit approval requests, including adding and changing approvers.
  • Approve documents for which imported and assigned amounts don't match. Ordinary approvers receive an error message in such cases, whereas approval administrators can choose to continue.
  • Allow automatic approval of a document during registration when the document is matched with another document that hasn't yet been fully approved. Ordinary approvers receive an error message in such cases, whereas approval administrators can choose to continue.
  • Change imported amounts.

Configuring account and dimension permissions

When you've set up a user as an approver as described above, you can configure the account and dimension permissions of that user. You do this using the following two actions in the action bar of the Continia User Setup page (also available in the Continia User Setup Card):

Important

In order for both of these actions to work, the Use Account and Dimension Approval Permissions feature on the Document Capture Setup page must be enabled first. To do this, see To set up puchase approval. Also, in order for you to be able to assign group permissions to an individual user, one or more approval user groups must be set up.

To assign group permissions to an approver

To assign one or more group permissions to a user that's been configured as an approver, follow these steps:

  1. Choose the Search icon, enter Continia User Setup, and then choose the related link.
  2. Select the user whose permissions you want to configure.
  3. In the action bar, select Approval User Groups.
  4. On the page that opens, add the group(s) whose permissions you want to assign to the user.

    Note

    If you assign group permissions to a user, these permissions will be inherited by – and impose certain restrictions on – the user's individual permissions, meaning that you may be somewhat limited if you also decide to configure individual approver permissions. However, it's perfectly fine to do both at the same time, and the system will let you know if there are any conflicts between the individual permissions of a user and any assigned group permissions.

To configure individual approver permissions

When setting up the individual permissions of an approver, you can configure the following two kinds of permissions:

  • Assigning permissions – what accounts and dimensions the user can choose between when assigning accounts/dimensions to invoice lines during approval
  • Approval permissions – what invoice lines the user can approve (only lines that have been assigned accounts/dimensions for which the user has permissions)

Important

Note that assigning permissions can only be used with the Web Approval Portal.

Also, in order for assigning permissions to take effect, the Can Edit Posting Lines feature must be enabled, as described above under To set up users as approvers (step 4). Otherwise the user will receive documents for approval as read-only and will only be able to approve or reject them.

To configure the individual permissions of a user that's been set up as an approver, follow these steps:

  1. Choose the Search icon, enter Continia User Setup, and then choose the related link.
  2. Select the user whose permissions you want to configure.
  3. In the action bar, select Approval Permissions.
  4. On the page that opens, in the Type column, select the type of permission. G/L Account, Item, Fixed Asset, Charge (Item), and Job are all types of account permissions, whereas Dimension represents dimension permissions.
  5. If you selected Dimension in step 4 above: In the Dimension Code column, add a dimension code. If you selected anything other than Dimension in step 4, leave the field empty.
  6. In the Assigning Permission column, specify how you want to set up the assigning permissions you want this user to have.

    Tip

    Explanatory notes on the options:

    • All: The user can assign all accounts/dimensions to invoice lines during approval, and no further setup is required.
    • Include Selected: The user can assign the accounts/dimensions that you select in the No. of Assigning Selections column (which is then mandatory to fill in).
    • Exclude Selected: The user can assign all accounts/dimensions except the ones you select in the No. of Assigning Selections column (which is then mandatory to fill in).
    • Filter: The user can assign the accounts/dimensions that you select in the Assigning Filter column (which is then mandatory to fill in).
  7. In the Approval Permission column, specify how you want to set up the approval permissions you want this user to have.

    Tip

    Explanatory notes on the options:

    • All: The user can approve invoice lines with any accounts/dimensions, and no further setup is required.
    • Include Selected: The user can approve invoice lines with the accounts/dimensions that you select in the No. of Approval Selections column (which is then mandatory to fill in).
    • Exclude Selected: The user can approve invoice lines with any accounts/dimensions except the ones you select in the No. of Approval Selections column (which is then mandatory to fill in).
    • Filter: The user can approve invoice lines with the accounts/dimensions that you select in the Approval Filter column (which is then mandatory to fill in).
    • Same as Assigning: The settings configured for assigning permissions in step 6 are copied and used as the user's approval permissions as well.
  8. If you selected Filter in step 6 above: In the Assigning Filter column, select the accounts/dimensions that you want the user to be able to assign to invoice lines during approval.
  9. If you selected Filter in step 7 above: In the Approval Filter column, select the accounts/dimensions that you want the user to be able to approve invoice lines for.

    Note

    For both filter options (steps 8 and 9), you can enter ranges or multiple accounts/dimensions using standard filter notation – for example, 10100..10500 and 10100|10500.

  10. If you selected Include Selected or Exclude Selected in step 6 above: In the No. of Assigning Selections column, select the accounts/dimensions that you want the user to be (un)able to assign to invoice lines during approval.
  11. If you selected Include Selected or Exclude Selected in step 7 above: In the No. of Approval Selections column, select the accounts/dimensions that you want the user to be (un)able to approve invoice lines for.

See also

Document Capture Setup
Approval User Groups
Email Notifications