(Step 1) Configuring Invoice Auto-Approval 

Owned by Anastasia Medovkina
Nov 07, 2024

In the first step, you configure the dates and ages of the invoices that the auto-approval process will impact. 

⦿ How to Configure the First Step of Invoice Auto-Approval
  1. Next to When invoice, select the Posted Date or the Invoice Date. 
    • The Posted Date is the automatically generated date when the invoice is submitted.  
    • The Invoice Date is the date which the provider selects when creating the invoice. 
  2. Next to is after, select the desired date from the date picker, or enter the date. 
  3. Next to and invoices older than, enter the minimum age of invoices in days to be considered for auto-approval. 
  4. Next to and work orders are newer than, select the maximum age of the work orders to be included, in months. 

Screenshot showing where to enter information for step 1

You can only select one date range for all invoices per auto-approval. 

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