Setting Up Accounts Payable Approval for Brazil

To make payments with Brazil Banking Integration, you must define your subsidiary's approval settings. In the setup, you can:

Establish an approval-free limit.
Create an approval hierarchy, with multiple approvers and ascending limits.

Based on the approval hierarchy, NetSuite routes A/P automation batches for approval until they reach the employee with a limit that completely covers the amount of the payment.

For example, you process accounts payable payments that amount to 1,500. The approval limits are the following:

Level	Approver	Approval Limit
Level 1	Approver 1	1,000
Level 2	Approver 2	2,000
Level 3	Approver 3	—

Level

Approver

Approval Limit

Level 1

Approver 1

1,000

Level 2

Approver 2

2,000

Level 3

Approver 3

—

NetSuite routes the batch for approval to Approver 1, and then to Approver 2. Approval from the last approver isn't necessary because Approver 2 has sufficient limit to approve the payment.

To set up accounts payable approval for Brazil:

Go to Setup > Brazil Banking Integration > A/P Approval Setup > New.
In the Subsidiary field, select one or more subsidiaries to which to apply these settings.
In the Type of Approval field, select Total Amount of the Batch.
In the Approval-free Limit field, enter the maximum amount for a payment to be processed without approval.

If the payment exceeds this amount, the system automatically routes the batch for approval.
To send emails to approvers when payments surpass the approval-free limit:
1. Check the Notify Pending Approval box.
  
  The messages go out after the processing of accounts payable payments, following the order of the approval level hierarchy you set up.
  
  Note:
  The system sends the notifications to the email addresses set in the employee records. For more information, see Adding an Employee.
2. In the Email Template for the Pending Approval Notification field, select the HTML template for the notification of payments pending approval.
  
  Brazil Banking Integration provides a standard email template. You can use this template as it is, or you can create your customized template. For more information, see Customizing Bank Slip and Email Templates for Brazil.
In the Approver for Level 1 field, select one or more employees to approve payments within level 1 of approval.

You can select multiple approvers for this level, but only one approver is required for approval. When you assign an employee as an approver for level 1, they cannot be an approver for any other level.
In the Approval Limit for Level 1 field, enter the maximum amount that level 1 approvers can authorize.

If you leave this field blank, the approver can approve any amount.
To define an approval hierarchy, do the following:
1. In the Approver for Level 2 field, select one or more employees to approve payments within level 2 of approval.
  
  You can select multiple approvers for this level, but only one approver is required for approval. When you assign an employee as an approver for level 2, they cannot be an approver for any other level.
2. In the Approval Limit for Level 2 field, enter the maximum amount that level 2 approvers can authorize.
  
  If you leave this field blank, the approver can approve any amount.
3. If you set an approval limit for level 2, in the Approver for Level 3 fields, select one or more employees to approve payments within the last level of approval.
  
  You can select multiple approvers for this level, but only one approver is required for approval. When you assign an employee as an approver for level 3, they cannot be an approver for any other level.
Click Save.

To set up accounts payable approval for Brazil:

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