About Invoice Auto-Approval
- Anastasia Medovkina
Invoice Auto-Approval allows you to approve assorted invoices automatically based on your configuration. Use the invoice auto-approval function when certain invoice types do not need your attention, and we ensure that the invoices are processed accurately, on time, and in compliance with the criteria.
To use auto-approvals at least one invoice attribute should exist, and one provider selected.
Invoice Auto-Approval is not available if you already have a customized auto-approval process.
The auto-approval process runs:
- at 6:00 am and 8:30 pm EST on Sundays–Fridays
- at 8:30 pm EST on Saturdays.
- In the Service Automation hamburger menu, navigate to Admin > Invoices > Auto-Approval. The Invoice Auto-Approval page appears.
The Auto Approval configuration is available for admin users only.
In the configuration, you decide what invoices should be auto-approved depending on their date range, providers, invoice amount, and other conditions.
Before you setting up the invoice auto-approval, select the Enable auto-approval checkbox in the top-left corner.
You can disable it at any time without losing your configuration.
The invoice auto-approval configuration is divided into 3 steps:
- In the first step, you specify general conditions which will affect specific invoices.
- In the second step, you configure conditions to narrow down the number of affected invoices.
- (Optional) The third step allows you to send the auto-approval configuration reports to emails.
