Setting Up Vendor Invoice Approvals

Learning Resource: Setting Up Vendor Invoice Approvals video

You will need to enable vendor invoice approvals and assign a finance approver and a super approver.

You can change the default approval type and the threshold settings at any time.

To set up vendor invoice approvals

  1. From , select Setup > Company > Preferences (Company > Companies for Multi-Company) > Purchasing tab (formally the Purchase Order tab).

  1. In the Vendor Invoice Approval section, select or enter the following information:

  Project Manager Approval Finance Approval
Activate vendor invoice approval workflow Select this option to require project manager approval for vendor invoices. Select this option to require finance approval for vendor invoices.
Approval Required by Default
Consultant invoice Select this option to require project manager approval by default for consultant vendor invoices. Select this option to require finance approval by default for consultant vendor invoices.
Non-consultant invoice Select this option to require project manager approval by default for non-consultant vendor invoices. Select this option to require finance approval by default for non-consultant vendor invoices.
Threshold Amount for Approvals Required by Default
Consultant invoice Enter the threshold amount that will require project manager approval by default for consultant invoices. Enter the threshold amount that will require finance approval by default for consultant invoices.
Non-consultant invoice Enter the threshold amount that will require project manager approval by default for non-consultant invoices. Enter the threshold amount that will require finance approval by default for non-consultant invoices.

  1. Click Save.

  2. From , select Setup > Company > Roles and select a role.

Note: Administrators will have both roles turned on by default but the roles options can be disabled.

  1. On the General tab, select one or both of the following options:

Allow finance approver access for vendor invoices

Select this option to allow this role to be a finance approver.

Note: If you have activated the Finance Approval workflow in Company > Preferences, you are required to have at least one role with finance approver access.
Allow super approver access for vendor invoices (approve for others)

Select this option to allow this role to be a super approver, allowing the user to approve vendor invoices for others.

Note: It is recommended that you have at least one role with super approver access.

  1. On the Manage tab, select the Vendor Invoice Approvals check box to enable to the Manage menu option.

Note: Administrators will have access to the Vendor Invoice Approvals application turned on automatically but the option can be disabled.

  1. Click Save.