Page Comparison

• Users can set their Finance Review Level here.

To set or add new Review Level for an employee:

1. Select an Entity, a window will slide in from the right. 

2. Click on the ‘+’ button.

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To set or add new Review Level for an employee:

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The Reviewer Setting enables administrators to define and manage review levels for claims. This ensures claims are reviewed and approved systematically based on the organizational hierarchy.

Features:

1. Entity Selection

   • Displays a list of entities or companies.

   • Allows administrators to select an entity to configure its reviewers.

2. Reviewers List

   • Displays all reviewers associated with the selected entity.

   • Columns include:

     • Employee Name

     • Approval Level

     • Is Final Approval Level

     • Status

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How to Configure:

1. Add a Reviewer:

   • Select an entity from the list.

   • Click the ‘+’ button; a window will slide in from the right

   . Click on the ‘+’ button

   • .

   • Search or select the employee’s name.

   • Choose an Approval Level from the dropdown.

   • If applicable, check Is Final Approval Level.

   • Click Save to add the reviewer.

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1. Select or search for the employee name.

2. Select ‘Approval Level’ from the drop down menu.

Click ‘Save’.

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Modify a Reviewer’s Approval Level:

1. Select an entity and click on the reviewer’s name.

2. Update the approval level or change the Is Final Approval Level option.

3. Click Save to confirm changes.

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Remove a Reviewer:

1. Select an entity and locate the reviewer in the list.

2. Click the red Delete button.

3. Confirm the action to remove the reviewer.