Easily assign departmental roles and permissions for users in Veem for an efficient and simple payables process.
Before adding any approvals to your account, complete the following:
Step 1: First add users (payment creators) to your account. For help with adding users, see our Help Centre article How to Add a User to your Account.
Step 2: Have at least 1 tier set up with an approver under Limit based approvals.
Tip: If Limit based approvals is set up as 'No approvals needed', approvals are turned off as a feature on the account and departmental approvals will not be available when sending a payment.
Click here for a Help Centre article on setting up payment approvals.
Setting up Department Approvals
You can add multiple departments and choose approvers for each department from your list of users under Payment Creators.
Step 3: At the top of the approvals screen, you'll see the users on your account who are available to approve transactions.
Step 4: To add Department Approvals, go to your account settings and open the Approvals tab. Under Department based approvals, click on Create Department.
Step 5: Once you've created a department, click on Add Approver and choose from the list of payment creator users.
Removing approvers and departments
You can remove users as eligible approvers in departments at any time by clicking the x beside their name.
You can remove an entire department by clicking the trash can icon on the right-hand side.
Removing a user from Payment Creators will also remove them from any department or limit based approvals as well.
Choosing Department Approvals in the send payment flow
When sending a payment, you will see the option to choose a department to approve the payment in the Additional Info section. You can select a department to approve the payment in the dropdown. If you choose 'None', there will be no approval required.
Setting default Department Approvals
You can set default Department Approvals for individual contacts (similar to how you can add a default purpose of payment to contacts) so future payments to that recipient will have the Department Approval automatically selected each time.
To set up a default Department Approval on a contact, navigate to My Contacts and click on the contact that you'd like to add a default Department Approval to. Click the pencil icon in the top right to edit the contact and select which department you'd like to have approve payments for that recipient and click Save Changes.
*Things to note:
- If a user is set to an approval tier for a certain amount, they will be able to approve all payments within that tier regardless of the department.
- If a user is set to a department but is not on the tiers list, they will only be able to approve payments that are assigned to their department. The tiered user can still approve these payments.
Still need help? You can chat or call our Customer Support team here.