Team permissions separate preparation, review and printing responsibilities. The owner controls invitations and the approval requirement.
Use sample or masked information while testing. Verify the physical output before issuing any cheque.
- 1STEP 1
Invite a team member
Open Team members, enter the person’s email and select the appropriate role.
- Accountant prepares cheques.
- Approver reviews assigned cheque requests; Viewer has read-only access.
- 2STEP 2
Accept the invitation
The invited person opens the invitation link and completes account access.
- They should use the invited email address.
- Expired or already-used invitations cannot be accepted again.
- 3STEP 3
Enable approval policy
Open Cheque approvals and enable the policy as the owner.
- Choose how many active authorities must approve.
- The requirement cannot exceed the available approving authorities.
- 4STEP 4
Prepare and review
The accountant submits a prepared cheque; each authority approves or rejects with comments.
- Printing remains blocked until the required approval count is reached.
- After approval, the owner or permitted preparer can print according to the workflow.
Final checklist
Confirm these items before you finish.
- Each person has their own login
- Roles match actual responsibilities
- Enough active approving authorities are available
- Approval decisions and comments are reviewed before printing
Questions about this guide
Can more than one authority be required?
Yes. Configure the required approval count; the cheque remains blocked until that threshold is reached.
Why does an approver receive 403 on New cheque?
Approvers are intentionally restricted from preparing new cheques. They should use the approval queue to review submitted items.