If you are a Business Essentials user who is looking to enable additional productivity to their organization, empower With the Vendor Invoice Approval workflow, both Cloud and On-Premise customers can automate the movement of AP invoices through your organization. Empower your users to approve Invoices digitally using this prebuilt and ready to run workflow process. Simply add your users into the process and instantly transform AP invoice approvals. Whether you're remote or in the office, you can send assign invoices to up to users in serialtwo step approval workflow, enabling them to take action by Approving, Rejecting, or Rejecting Holding an invoice. Once an Invoice is actionedinvoice action taken, it is routed back to Accounting for manual entry into an Accounts Payable system for payment or reprocessed for further approval. A process diagram below.
Use the workflow as is, or use the process as a base and build off of it to make a process tailored to your specific business needs.
Vendor Invoice Process Flow
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To leverage workflow processes, customers need a license of GlobalAction. For cloud customers, GlobalSearch C2 Workgroups Edition or Enterprise Edition come standard with the necessary licenses to enable invoice process automation. |
Preparation
There are a few steps that must be completed to ensure proper installation of this package.
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In preparation, the following fields must be added to your Business Essentials Database.
Approval Status
- In Process
- Not Applicable
- Pending Level 1
- Pending Level 2
- Approved
- Rejected
- Complete
- On Hold
Create two lists named as outlined below containing the usernames/emails of anyone who will be approving documents.
Approver (First)
Approver (Second)
Field Creation
In preparation, the following fields must be added to your Business Essentials Database.
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