Approval User Settings

You will need to be setup as an authorised approver in order to approve orders.

Upon your first login to EzyPO you should check your user settings.  You can set preferences to make drafting PO's much quicker.

1. On the top-right of your screen select the Settings icon.

2. Check that your Chart of Accounts has the Cu.Lo.Eps filled in correctly, if not add them.  If you do not know the correct codes, please consult with your accountant.
   
   

Email Address - allows the user to change their email.

Country Code - select the country you are working in.
Mobile Number - will be entered if you used three stage verification to login.
Create/Edit Signature - displays your current signature, click to edit.

Cu.Co.Eps - The default Cu (Currency), Co (Location) and Eps (Episode) set here are automatically entered into new PO's.Detl.

Sub.Set - The default Detl (Detail), Subs and Set entered here are automatically added to new PO's.

IN - The default insurance flag entered in detail lines when the user creates a PO.
F - The default flag entered in detail lines when the user creates a PO.
TX - The default Tax code entered in the detail lines when the user creates a PO.

Approve Via Email/PDA - Tick if you would like to approve emails by email, i.e. replying to the email will approve it.  If you untick this box the Alert Via Email box will appear, tick this if you would like to be notified when an email is waiting for approval.

Alert by email - If the user is not approving each PO via email (the setting above) they can alerted when they have orders to approve. Tick this checkbox to enable this option. This setting is linked to the Alert Hours/ Number Orders.

Alert Hours/ Number Orders - Enter how often you want to be notified that there are emails waiting for your approval and how many orders the queue has to reach before you are emailed. This setting is linked to the Alert by email.

Approval Mode - Select the mode you would like to browse orders that need to be approved.