Setting up employees to authorise bills and timesheets

Accountants Enterprise with Practice Manager only

Some employees require the permission to authorise the bills and timesheets of other employees. The authority is usually set up when you complete he Create Employee Wizard. You can also set up and modify employee authorities outside the wizard using the Employee page > Authorisation tab.

Prohibited is displayed when the person logged in does not have authorisation rights for that employees timesheets or bills.

To resolve, ensure you add the employee (if they need to authorise their own timesheet), and any other employee who will be authorising this user's timesheet's or bills, to the employee's Authorisation tab.

To set up an employee to authorise bills and timesheets for others

Find and open the employee. The Employee page opens on the Main tab by default.
Click the Authorisation tab.
Ensure that Can Authorise option is selected in the View type section.
Select the Billing option in the Authorisation Type section.
Find and select the employee whose bills will be authorised by this employee in the Can Authorise panel. Click the ellipse button to find and select an employee from the Find Employees window if they are not listed in the Can Authorise panel.
Repeat Step 5. for each employee.
Select the Timesheets option in the Authorisation Type section.
Find and select the employee whose timesheets will be authorised by this employee in the Can Authorise panel. Click the ellipse button to find and select an employee from the Find Employees window if they are not listed in the Can Authorise panel.
Repeat Step 8. for each employee.
Click OK to save the changes.

The employee will need to log out of AE PM and log in again for the change to take affect.