setting and changing maximum spending limits
The Administrator can set and change spending limits for access level groups and the individuals within those groups. This helps to prevent unapproved spending.
1.
Select 
from the
Company Administration Box to display the Company Settings screen.
2.
Select 
to display the
spending limit dialog box.
3.
Click 
in the
Dispatcher row to set the Dispatcher’s spending limit.
4. Enter the spending limit amount in U.S. dollars.
5.
Click 
to accept the
spending limit.
6.
Click in the Manager
row to set the Manager’s spending limit.
7. Enter the spending limit amount in U.S. dollars.
8.
Click to accept the
spending limit.
It might become necessary to change the spending limit for a particular access level group.
1.
Select on the left
side of the screen.
2.
Select the 
link.
3. Select Change as shown above.
4. Set the new limit by entering it into the Max Spend Limit field.
5.
Click to accept the
spending limit.
Certain individuals within a group may have different spending limits from the other members of that group. These limits also can be increased or decreased at need.
1.
Click on the left
side of the screen.
2.
Select the
link.
3.
Select the 
link for the
individual whose spending limit you want to edit. The Details link is located
on the far right side of the user list.
4.
Select 
to display
administrative options for the individual.
5.
Select
.
6. Enter the spending limit in the $ field.
7.
Click to accept the
spending limit.