Exploring Invoice approvals

The Approval Routing page allows you to select the process invoices will go through for approval.

You can choose between the following routing possibilities, depending on your company's needs:

• Route to processor (default)
• Route to the manager, then the processor
• Route to manager, then authorized approver, and then processor
• Route to manager, then manager’s manager (up to five levels), and then processor

You can also choose whether managers and employees can add more approvers to the process. When the invoice is given final approval, it is ready to be exported and paid.

Further, as an administrator, you can allow employees to recall submitted invoices at any time before they are set to Pending Payment  status. This functionality is enabled by default.

Once recalled, any errors or omissions can be corrected, and the invoice can be resubmitted or deleted.

For PO-based invoices, you can now select the following options:

• Processor
• Apply the same approval routing as regular invoices

To access the Approval Routing configuration page, scroll down to Policy on the Invoice Settings page, select Edit on the Invoice Approval tile.

The  Approval Routing page appears.

• Invoice Approval Routing offers flexibility with multiple pathways, including processor-only, manager approval, or multi-level manager approvals.
• Administrators can enable or disable options such as adding approvers and recalling invoices before the Pending Payment status.
• PO-based invoices can follow the processor route or adopt the same approval routing as regular invoices.
• Access the Approval Routing configuration via the Invoice Settings page by editing the Invoice Approval tile under Policy.