The information in this article applies to administrations with the additional module Authorization management.
Open Authorization in the main menu to display all bookings that still need to be authorized. Click on a booking to view and authorize it.
During authorization, an authorizer can perform six actions on a booking:
Approve: approve the booking.
Reject: reject the booking, with a mandatory comment.
Forward: forward the booking for authorization to another authorizer, with a mandatory comment.
Please note: forwarding is only possible when the user right “Authorization | Assign other authorizers” is enabled and and the booking is not already pending with the relevant authorizer due to another condition at that time.
Change status to “in progress”: indicate that the authorization has been taken into process, with a mandatory comment.
Edit booking: authorizers with the user rights Pages | Bookings | Edit bookings and Authorization | Authorize bookings | Edit bookings during authorization can edit bookings during authorization.
Please note: this is only possible if the booking has not been exported to the accounting package before authorization. By adding these rights to authorizers, all other bookings of other authorizers can also be viewed.
Communicate with others: during the authorization process, it is possible to communicate with other users by adding comments to bookings. Tagging a user in a comment ensures that he/she receives a notification. These comments can only be viewed by the recipient if that person has access to the booking via the activated authorization scheme. The user must therefore be included in the authorization scheme.
When a booking has been approved by all authorizers, it is exported to the accounting package or released for payment, depending on the journal settings. When a booking is rejected by an authorizer, the authorization process is stopped and the booking appears in the overview with rejected bookings for further processing by an authorization administrator.