How to Change an Account Code-Based Approver

Overview

If your organization uses account code-based approval routing, you may occasionally need to update the approver assigned to a specific account code. This article explains how to modify the approver assignment within the account code group configuration.

Prerequisites

To perform this update, you must have the necessary administrative permissions to manage accounting code groups and approval assignments.

 

 

Steps to Update an Approver

Step 1: Open Accounting Code Groups

1. Select the **Admin** wheel.
   2. Navigate to **Accounting** > **Accounting Code Groups**.

 

Step 2: Locate the Relevant Account Code Group

1. Search for the account code group associated with the account code you want to update.
   2. Select the appropriate group from the search results.
   3. Click **Assign**.

 

Step 3: Access Approver Assignments

1. Click **Assign Approvers**.

 

Step 4: Select the Approval Hierarchy

1. Choose the **Custom Hierarchy** option.
   2. Click **Next** to continue.

 

Step 5: Update the Approver

1. Click the **Search** icon.
   2. Select the appropriate approver from the pop-up window.
   3. Click **Next** to save the change.

 

Important Notes

* Depending on your organization's approval configuration, there may be multiple approvers assigned based on approval thresholds or transaction amounts.
* Ensure that you update the correct approver level according to your organization's approval requirements.
* Changes will apply to future transactions routed through the selected account code group.