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 a 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
User Experience
Users familiar with Business Essentials will be comfortable with the modified Accounts Payable setup. The Accounts Payable Archive contains only minor updates to support the workflow process. For additional details on Business Essentials, click here. Standard invoice data entry processes will apply, with the addition of Approver and Status fields.
- The data entry user will select the First and (optionally) Second Approvers from a list assigned to each field.
- The date entry user may optionally set the Approval Status to New. Alternately, the workflow will automatically set documents where the Approval Status is blank to New.
