Invoice Auto-Approval (Troubleshooting Checklist)

 When the wrong invoice has been approved, or the needed invoices have not been approved, use this checklist to ensure the auto-approval configuration works correctly. 

When you have problems with the auto-approval process, please, check:

  1. The invoice age is within the invoice period specified in Step 1 of the configuration. 

    Screenshot showing the invoice period field

  2. The work order age of the invoice is within the period specified in Step 1 of the configuration.

    Screenshot showing the work order age field
  3. The invoice Category/Trade of the invoice coincides with those specified in Step 2.

    Screenshot showing the category and trade columns

  4. Ensure the invoice matches the conditions you have configured before: 
    1. Invoice Rate > Agreed Rate or Invoice Rate < Agreed Rate 
    2. Invoice Markup > Agreed Material Markup or Invoice Markup > Agreed Material Markup  
    3. Missing Check-In Entries from WO is selected or not 
    4. Invoice Price > Agreed Price or Invoice Price < Agreed Price 
    5. Invoice Time > WO Check-In/Out Time or Invoice Time < WO Check-In/Out Time  
    6. Approval Rates exist or Approval Rates DO NOT exist

      Add condition window
  5. Ensure that the conditions you have do not contradict each other. 

    Screenshot showing the contradicting conditions
  6. If you have multiple rulesets in auto-approval configuration, check that the sets of providers for different rulesets are not intersected and do not contradict each other. 

    Screenshot showing the contradicting rulesets