Overriding default approver settings in eye-share Workflow

In some cases, this setup isn’t ideal—like when someone handles invoices on behalf of multiple purchasers, or when a purchaser leaves the company and their invoices pile up without being processed.

Why this happens

By default, Eye-share Workflow automatically sets the purchaser as the approver if there’s a match between the purchaser’s user ID in the purchasing system and the username or alias in their Eye-share user profile.

The fix: Define your own approval flow

Eye-share Workflow lets you take control and define who should approve purchase invoices—regardless of the default match.

Here’s how to do it:

1. Enable template-based approvals
   Go to Administration | Settings and check the box for "Apply approval template based on purchaser name".

2. Create a custom approval template
   Go to Setup | Approval templates, and create a new template specifically for purchase invoices.

   • Enter the purchaser’s username exactly as it appears in their profile under “Name.”

   • Set up the approval flow by assigning the correct company and the right approvers for this user’s invoices.

3. Let the template take over
   Once this is in place, Eye-share will use your custom template for that purchaser’s invoices—even if the system detects a username match. All other purchasers will continue to follow the standard approval rules.