Click + Add Condition.
Select Include or Exclude from Auto-Approval invoices that meet the conditions you specify.
Select the Has Approved Proposal checkbox for invoices required to have at least one proposal that was approved.
Select the Has WO Attachment checkbox for invoices required to have at least one attachment.
Select the Include non-compliant hours in check in/out time checkbox for invoices with non-compliant check-in/out hours.
1. Enter the miles within which invoices will be included or excluded from auto-approval.
2. Select if a non-compliant invoice check-in/out should be >= or <= the miles you specified.
  The compliance status depends on if technicians’ check-ins/outs are within the allowed radius that you configured in the module.
  - If you include this rule (Step 1 of this instruction), invoices with non-compliant check-in hours will be auto approved.
  - If you exclude this rule (Step 2 of this instruction), invoices with non-compliant check-in hours will not be auto approved.
  Contact your ServiceChannel manager to be able to view compliant and non-compliant check-in hours.
Select the Has Provider Invoice checkbox for invoices required to have a digital copy of provider’s original invoice attached.
Configure conditions in the Rate Validation section. Learn more about the Rate Validation Section.
You can select the Missing Check-in Entries from WO checkbox to include to or exclude from auto-approval invoices with no check-in records on the work order.
Configure the Negotiated Price List setting.
Configure the Approved Work Order's Trade and Provider Rates setting.
Select a Category and Trade or select All to capture all categories and/or trades.
In the Total Amount field, enter the maximum amount the invoice should be charged for auto-approval.
Should you need to change the decimal point (.) to decimal comma (,) on monetary amounts, contact your ServiceChannel representative.

For example, to auto-approve invoices for a maximum of USD 500, enter 500 in this field. Invoices for USD 500.01 and above will not be considered for approval.
Click Save changes. A new condition has been added.

You can add as many conditions as needed but be cautious and double-check that the conditions do not contradict each other.
Add the provider(s) to include or exclude in the auto-approval process:
- Select All to include invoices from all providers in the auto-approval process.
- Select Only these to include specific providers.
  You can also type the provider’s name for a faster search and selection.
- Select All, with the exception of these to exclude specific providers.
  You can also type the provider’s name for a faster search and selection.
Screenshot showing the provider selection

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