Approval rules allow you to control which users must approve invoices from specific suppliers before they are posted and exported.
Create an approval rule
Go to Invoices → Suppliers → Approvals
Click Create Approval Rule
Step 1: Enter basic information
Under the Details tab:
Enter a name for the rule
Select which suppliers the rule should apply to
Step 2: Build the approval workflow
Under the Approval Rule tab, you can build your workflow by:
Adding conditions
Selecting one or more approvers
Defining how invoices should be approved
Customize the workflow to match your company's approval process.
Step 3: Save the rule
When you are finished, click Save Approval Rule.
The rule will automatically be applied to future invoices from the selected suppliers.
If no approval rule exists
If no approval rule has been created for a supplier, invoices from that supplier will be approved automatically.