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30

Commercial

Company Policy Overview

In the

Commercial

tab, click on

Company Policy

.

1.

Click the transaction type to define entitlements at the

company level.

2.

Define

Allowed Actions

on this screen including: Draft Amount, Approvals,

Subsidiaries, Accounts, Hours, Locations, and IP Addresses.

3.

Click on the

Approval Limits

tab to view and modify the approval limits at

the company level.

4.

Click the

Add New Allowable Action

button to add a new set of criteria.

5.

Use the

Policy Tester

to test an example transaction.

6.

After changes are initiated, a

Save

button will appear at the top of the page.

Click

Save

then

Close

.