Users can set their Finance Review Level here.
To set or add new Review Level for an employee:
Select an Entity, a window will slide in from the right.
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:
Entity Selection
Displays a list of entities or companies.
Allows administrators to select an entity to configure its reviewers.
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:
Add a Reviewer:
Select an entity from the list.
Click the ‘+’ button; a window will slide in from the right
Click on the ‘+’ button.
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Select or search for the employee name.
Select ‘Approval Level’ from the drop down menu.
Click ‘Save’.
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To remove or delete an employee from able to review claims:
Select an Entity and search for the employee’s name in the sliding window.
- Click the red ‘Delete’ button
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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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Modify a Reviewer’s Approval Level:
Select an entity and click on the reviewer’s name.
Update the approval level or change the Is Final Approval Level option.
Click Save to confirm changes.
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Remove a Reviewer:
Select an entity and locate the reviewer in the list.
Click the red Delete button.
Confirm the action to remove the reviewer.