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In the Financials module center 
, under Setup, click Invoice Approvals.
Invoice Approvals Filter Options
| Filter | Description | Use Case Examples |
|---|---|---|
| Trade Area | The Trade Area of the invoice, most likely inherited from the Voyage Manager. | Operations in Trade Areas PACIFIC and ATLANTIC are run by different managers. |
| Line of Business | The LOB of the invoice, most likely inherited from the Voyage Manager. | Your company has different global offices, and each runs as a separate LOB. |
| Transaction Type | Invoice type. | Invoices with Transaction Type Bunker Invoice are approved by Bunker Managers. |
| Ledger Code | The Ledger Code of the invoice. This filter only applies to Voyage Other Revenue/Expense invoices. | Voyage Other Revenue/Expense invoices require more granular approval rights; select based on the specific ledger codes in the invoice. If such granularity is not needed, select (Select All). |
| User Group | The User Group to which the restrictions on each line apply. | All users in the User Group Chartering Managers have the same approval restrictions. |
| Claim Type | The Claim Type of the invoice. To use this filter, you must first select Transaction Type Claim Invoice or Claim Payment. | Claim Invoices with Claim Type Demurrage are approved by Demurrage Specialists. |
| Lower Limit | A value above which an approval is required. To have no lower limit, leave it blank. | Invoices less than $10,000 are approved by Operations Managers (Lower Limit: blank) but do not require approval by Chartering Managers (Lower Limit: $10,000). |
| Upper Limit | The maximum approval authority (dollar value) of this User Group for this type of invoice. To have no upper limit, leave it blank. | Invoices up to $1,000,000 are approved by Operations Managers (Upper Limit: $1,000,000); invoices greater than $1,000,000 are approved by Chartering Managers (Upper Limit: blank). |
Adding an Invoice Approval Restriction
On the Invoice Approval Restrictions form, for each approval line:
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