The Approver Inbox page provides a view to define users for approving invoices. To approve the invoices, it is first necessary to define the users and their corresponding approval levels. Typically, it is not the same user that approves all of the vendors. Each vendor can have more than one level of approval of an invoice.
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New User Definition
Click New to open a new window to add a user definition.
Perform the following steps:
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In the By Account field, click the check box to add association by account.
Enter the criteria in Account field. Find the account then select the specific account.
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In the By Amount field, click the check box to add association by amount.
Enter the amount range in From Amount field and To Amount field.
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Enter the criteria in Name field. Find the name then select the specific name.
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Enter the approval level in Level field.
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Select the appropriate vendors by clicking the check box in Select column.
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0 - Config module allows you to manage invoice approval setup and validation setup.
Approvals
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.
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Click here to read how you can manage your invoice approval setup! |
Rules Administration
Coming soon!