Serial Approval

Serial Signatory Approval requires multiple Approvers to approve an invoice in a specific order. Approvers see the action to Approve/Reject Invoices and Apply Serial Approval for Number(Approver Number) for Draw (Draw – Project Name) on the Project Home Page, Draw Home Page, and Tasks page.

If the project uses Conditional Approval Rules, conditional approvers are listed on the Approval Logcard when they must approve an invoice.

See the Organization Rules and Project Approval Rules topics for more information.

There are a few different scenarios you may encounter when using serial approval. See the Serial Approval Scenarios for General Contractors topic for the steps you should take when preparing for and using serial approval.

Serial Approvers have four actions:

Approve: Approve the invoice and send to the next approver.
Forward: Send the invoice to the next approver without approving.
Reject
- Reject: The first approver can reject the invoice, and the Subcontractor is prompted to resubmit.
  Note: Second and third level approvers can reject directly back to the Subcontractor from the Modify Contractor Invoice page.
- Return to 1st Signer: Other approvers can return the invoice back to the previous approver.
Modify: The approver can modify the invoice and reject it. The Subcontractor is then prompted to resubmit.

Next: Setting up a Serial Signatory Approval Project