Checklist: Enable and Set Up Approvals for Accounts Payable Invoices
You can set up a process for approving accounts payable invoices.
You upload and approve AP invoices that you receive from vendors in
.Checklist for Configuring and Enabling Approvals for Accounts Payable Invoices
Step | Description | Location |
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1 | The Accounting application must be activated. | |
2 | If you use the Vantagepoint on-premises product, you must configure Transaction Document Management and have Microsoft SQL Server FileStream enabled. FileStream is required for uploading accounts payable vendor invoices into Vantagepoint. It is required before you can create and enable an approval workflow for the AP Invoice Approvals application. For more information about configuring Transaction Document Management and FileStream, see Configuring Supporting Documents . | |
3 | If you use organizations in Vantagepoint and you want accounts payable invoices to be approved by someone at the organization level, add approval roles at the organization level. Assign an employee to the approval role. |
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4 | Create an approval workflow for accounts payable invoices. |
When you create an approval workflow, select AP Invoice Approvals in the Application field on the General tab. On the Workflow tab, set up the approval steps for the workflow, and add approvers and notification alerts and/or actions for each step. You can also add a validate error action to an approval step so that an error message displays when an approver tries to approve a step but information is missing in required fields. |
in the desktop application.
5 | Enable approvals for accounts payable invoices, and assign an approval workflow |
In the Company-specific section of the Options tab in Accounts Payable Settings, set the Enable Approval Workflow for AP Invoice option to Yes and use the AP Invoice Approval Workflow option to select the approval workflow. When you save these settings, the next time that an employee submits an AP invoice in , the approval process starts for an AP invoice. |