Our Multi-level Approval tool allows you to set up multiple users to approve an invoice before it moves to the Paybox. The approval structure is customizable as you can set approvals by Vendor, account, invoice amount, and by Level. While we support a hierarchical approval structure, you can also designate one user to approve invoices as well.
Navigating the
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To view the current approval configuration,
When in Expense Management main menu, go to Invoice Lifecycle and select 0- Config.
Click on Approvals .
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From this main page you will be able to:
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Add a new user to the approval setup
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Delete a user from the approval setup
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View invoices that need to have approval configured
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Approvers tab
Go to Administration.
Hover over Configuration and then selectand select Approvals.
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Add a new user
Click on the New button.
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Begin the configuration requirements for the user:
Configuration Element | What it does… |
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By Account | Check the box to assign the user to specific accounts. A filter for Account will appear when selected. Make sure you click Add after you’ve selected the account. You may Add multiple accounts one at a time.  |
By Amount | Check the box to assign an invoice amount threshold to the user. For instance, you may want the user to only approve invoices within a certain range. Enter the From and To amount.  |
Level | Determine the Level in which the approver should appear. If you are building a structure from scratch, add all your Level 1’s first and then build up from there. The Level is required, regardless if the By Account or By Amount are selected.  |
Once you have defined the By Account, By Amount, and/or Level, select the approver from the User drop down and click Add.
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Confirm your setup is correct and then click Save to apply the new approver.
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Edit an existing user
Find the user that needs to be updated.
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Edit the appropriate fields and then click Save.
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Delete a user from the setup
Find the user that needs to be updated.
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