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hello and welcome to beam works University this lesson is only for beam works system administrators only system administrators can set up and modify approval channels setting up approval channels correctly is essential to get the correct person approving purchase orders invoices and payments to set up and modify your approval channels click on the gear icon in the upper right corner and choose settings approval channels need to be set up for each module for this lesson we're going to use the invoice module as an example click on the module in the top menu when in the settings area you will be in the approval channel area by default most companies set up their approval channels for each legal entity with different approval rules for each company however if you only have rules around dollar value and it's the same people that approve invoices across all legal entities you can set up your channels at the global level here's an example we will show you how to create these channels at the legal entity level but setting them at the global level is the same overall process in most cases the first step is to select the legal entity for which you want to create approval channels they already have won approval channel in here and now need to add more press the create channel button to begin setting up your first channel the name and description just helps you easily identify your channel channels are listed in alphabetical order by name if you need to use an amount to define your channel set that here if you only put in a value into minimum then it means any invoice above this amount if you only put in maximum it means any invoices less than this dollar amount putting in both a minimum and maximum value means any invoice in between the two values you can set a negative amount for your minimum to cover credit memos next pick the legal entity that this rule applies to finally select the list lists or org units that will be used to define the rest of the channel criteria we recommend picking one list or the org units to create most of your approval matrix to keep it simple and easy to manage here you're choosing what type of criteria your approval channel will use when defining the approver there may be a few other channels with other lists to handle exceptions which we will talk about a little later if you use a list or the org units to define your approval channels when you're done adding all of the channels it's crucial that all the list items or org units are associated with at least one approval channel if you don't do this then if an invoice is coded to a list item or org unit not listed in your approval channels because there's no channel associated it will not be possible to submit it for approval let's...