Producing a list of cost centre approvers

A list of the approvers assigned to each cost centre (or other ledger) can be produced whenever required.

You can also obtain a list of approvers and authorisation limits from the Reporting Suite. Select Work Flow Account Matrix from the General Reports menu.

1. Go to Enquiries, then select Ledger List from the menu.
   

2. The Ledger List Criteria dialog is displayed. Select Equals from the Ledger drop-down list, then enterCOSTCENTRE in Value 1.
   

3. Select the Account Analysis tab, then select ADD CRITERIA.
   

4. Select the required approval level for either purchase orders or requisitions from the Analysis Field drop-down list. In the following example, PO Approval Level 1 is being selected. Select ADD CRITERIA and repeat for all required approval levels.
   

5. Once the required criteria has been selected, select OK.
   

6. The Ledger List is displayed. The visible columns depend on what columns were last selected. You can add/remove columns by right-selecting anywhere on the column heading then selecting or deselecting required columns.
   

7. Once the required list has been achieved, select FAVOURITE to save the ledger list to your favourites so that the list can be easily reproduced in the future.
   

8. If you have chosen to save the list as a favourite, the Add Favourite dialog is displayed. Enter a Name for the list e.g. Cost CentreApprover List, then select OK.
   

9. If you want to print the list, select PRINT. A preview of the ledger list is displayed. Select the required printing options, then select Print at the bottom of the preview.