View the Approval Flow
All of the Invoice Processor roles can review the approval workflow for an invoice; however, only the Invoice Processor Manager and Invoice Processor can add additional approvers to the workflow process. If approvers are added to the workflow, the invoice will go to those approvers based on the overall workflow of the invoice.
An approver might be added when an approver returns an invoice to an employee for resubmission and an additional manager needs to see the invoice. Or, if an exception is in question the Invoice Processor might want another party to view the exception prior to clearing it from the invoice.
To review the approval flow for an invoice:
- With the invoice in summary view, on the Details menu, click Approval Flow.
- The Approval Flow for Invoice window appears.
- Approvers may be added to the workflow by using the options on this window. If approvers are added to the workflow, the invoice will go to those approvers based on the overall workflow of the invoice.
- Once the workflow is modified, click Save Workflow.
To send an invoice to an additional approver:
- With the invoice in summary view, click the Send to Approver button. The Approval Flow for Invoice window appears including an approver step and a processor step.
- Add an approver in the User-Added Approver step and then click Approve. You can now go to the Approval Flow window (Details > Approval Flow) and see the two workflow steps that have been added, one for an approver and one for a processor.
