Thresholds

Thresholds allow you to set up approvers for expenses within certain limits. These Threshold Approvers will be managers in Clarity365 and will be given control over all the expenses by users setup within the approver's limit. This supersedes any departmental approval and gives you more minute control over your company's expenses. To learn how to add a threshold please see below.

 

Adding a Threshold

1. Navigate to Main Navigation > Administration > Thresholds

2. You will see a summary of your current thresholds and the approver associated with each - you can view, edit or delete a threshold from this summary

3. To add a new threshold, please click the New Threshold sub tab

4. Input a description of the threshold - this will act as the name for the threshold in the summary

5. Input the values you wish the threshold to apply to - please note that you cannot set up a threshold that has values that are equal to or fall within another threshold

6. Select the threshold approver from the drop-down menu - you will only be able to select managers that are not currently assigned to a threshold

7. Click Save to submit the new threshold to Clarity365 - you will be able to add new users to the threshold from the pop-up

8. Use the + and - icons to add and remove users from the threshold as needed - you must click Save for these users to be added to the threshold

 

Adding Users to an Existing Threshold

To add users to a threshold that you have already set up, please follow the instructions below:

1. Navigate to Main Navigation > Administration > Thresholds

2. On the Summary page you will be able to view, edit or delete thresholds - to add users please select the edit icon (a clipboard and pen icon)

3. On the pop-up summary for the threshold, you can edit the name, values and approver for the threshold - you must click Save for these changes to be submitted

4. Select the Assign Extra icon to start adding your users to the threshold - please use the + and - icons to start adding and removing users from the threshold

5. Click Assign to submit these changes to Clarity365

6. On the pop-up Summary for the threshold, click Save to submit these Users to the threshold

7. You can delete Users from the threshold from the pop-up Summary by deselecting the user using the tick box and clicking Save

 

 

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