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27

Treasury: Creating, Editing or Copying a User Role

Part 7 of 7: Editing Approval Limits for a Transaction Type

To give you peace of mind, a user’s approval limits can be adjusted, so you never

have to worry about the amount or number of transactions they make. You can set

these restrictions for a daily and monthly bases as well as per account.

1.

Select a transaction type in the Overview tab to edit a user’s approval limits.

2.

Click the Approval Limits tab.

3.

Click the

icon to edit the maximum amounts a user can approve or draft

and the maximum number of transactions a user can perform. Enter the amount

or count using the keypad.

4.

Click the

Save

button when you are finished making changes.

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