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 Approver Inbox

To view the current approval configuration,

1. When in Expense Management main menu, go to Invoice Lifecycle and select 0- Config.

2. Click on Approvals .

From this main page you will be able to:

• Add a new user to the approval setup

• Edit an existing user record

• Delete a user from the approval setup

• Create a default approver

• View invoices that need to have approval configured

• Configure email notifications for approval activity