Approval Workflows

Invoiced streamlines robust AP processes with Approval Workflows. When you receive an invoice from a vendor, a bill will be created in your account with a Needs Approval status. Approval workflows define which users must approve a bill before it can be paid. To create an Approval Workflow, navigate to Settings > Approval Workflows > select New Approval Workflow Select Add Condition to set conditions for bill approval based on the bill amount. Bills under a certain amount can be approved automatically, for example. You can change the number of approvers and their user role for bills with higher amounts. When a new bill is received, the assigned user will receive a notification to approve the bill. If you reject a bill, you will be prompted to leave a note that will be sent to the vendor. If the vendor updates and resends an invoice, the bill will change to the Needs Approval status.