How Invoices Are Approved

You can configure predefined workflows to manage invoice approvals.

When the invoice approval process starts, a workflow builds the list of approvers based on the defined rules. Approval notifications are sent to the first set of approvers on the list. When the approvers respond, notifications are sent to the next set of approvers. This process repeats until all approvals are complete.

Note: Approvers can respond from the email notification, the Worklist notifications page, the Invoices landing page, or the Edit Invoice page.

Invoice Header Approval

The Approval workflow can be configured at the invoice header level. When the header level approval is set up, approval notifications are sent containing the invoice. The approvers can either approve or reject the entire invoice.

Approval Flow

This table describes the steps in the approval flow.

Step	Description
Enable invoice approval	Enable the Invoice Approval option on the Manage Invoice Options page to enable approvals for a business unit. You can use the default approval configuration or you can configure the rules to meet your requirements. Use the Manage Task Configuration for Financials task to navigate to the routing rules and controls.
Enter invoices	Create invoices through import, invoice imaging, spreadsheets, or manual entry.
Submit invoice approval	Initiate the approval invoice action or schedule the Initiate Invoice Approval Workflow process to run on a regular basis.
Approve invoice document	Respond to the approval notification for the invoice.

Predefined Rules

The invoice approval workflow includes the following predefined rules:

• Invoices having amounts greater than or equal to 1000 require approval by the immediate supervisor of the requester on the invoice.

• Invoices having amounts less than 1000 are automatically approved.