Select cost unit types

Important:

This functionality is only accessible for system administrators. It is also only available if the service you are sending documents from uses cost units.

How to select relevant cost unit types

1. Go to Configuration - Cost units.
2. In the Available cost unit types, click the cost unit type you want to use and it will automatically be moved to the Selected cost unit types.
3. Click Save.

The selected cost unit types are available in the approval hierarchy.

How to remove selected cost unit types

If a cost unit type is no longer relevant for the selection of approvers, it can be removed from the approval hierarchy. This also automatically removes any approvers assigned to the cost unit.

1. Go to Configuration - Cost units.
2. In the Selected cost unit types, click the arrow in front of a cost unit type to move it back to Available cost unit types.
3. Click Save.
4. If any users are assigned as approver for the cost unit type, you will receive a warning message. Click Yes if you are certain that the approvers with roles on the removed cost unit type should be removed. Click No to cancel the removal process.

How to change the position of the cost unit type in the hierarchy

If you decide to reconfigure the approval hierarchy so that one cost unit type takes a higher precedence than previously, this can be done as described below.

1. Go to Configuration - Cost units.
2. Click-and-drag the cost unit type to its new position.
3. Click Save.
4. If you have already created an approval hierarchy, you will receive a warning message. Click Yes if you are sure that you wish to rearrange the order of the cost unit types. Click No to cancel the reordering.

The cost unit types will be intelligently re-sequenced and approvers with roles will remain present. The re-sequenced roles can be viewed in the Assign approvers window.