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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 assign invoices to users in two step approval workflow, enabling them to take action by Approving, Rejecting, or Holding an invoice.  Once an invoice action taken, it is routed back to Accounting for manual entry into an Accounts Payable system for payment or reprocessed for further approval.  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

The Vendor Invoice Approval workflow is delivered via Square 9's Solution Delivery Network.  The SDN offers customers a variety ready to run database designs, workflows, capture processes, and web forms.  Square 9's unique approach to delivering ready to run solutions allows customers to save time and money, deploying processes that would take days or weeks to deliver in a matter of a few hours.  Vendor Invoice Approval is accessed and deployed in two parts.

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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