About Additional Approval Rules

General Contractors can create Additional Approver Rules to add Approvers based on standard invoice conditions or Organization Approval Rules. When applied to projects both types add Approvers in addition to the Serial Signatory Approvers assigned to the project.

See Organization Rules.

Organization rules are triggered when an invoice meets a custom threshold or value:

Billed to Date
Contract Value
Net Invoice Value
Percent Complete.

Condition rules are triggered when an invoice meets a specific condition:

Complete and Final
Material Billing
Material Stored To Date
Retention Billing.

Next: Adding Additional Approval Rules