Auto-Approval on the Invoice Page

Created by jl gates, Modified on Mon, 28 Oct at 3:26 PM by jl gates

Setting Category and Auto-Approval on the Invoice Page in EasyInvoiceManager

On the EasyInvoiceManager Invoice Page, users can streamline invoice approvals by setting up categories and enabling auto-approval. Here’s how this feature works:


Setting the Invoice Category:
 Each invoice page interface includes a dropdown selection where users can assign a specific category to the invoice, such as “Office Supplies,” “Services,” or “Equipment.” This category helps organize invoices and enables accurate routing to the designated approvers based on pre-configured category assignments.


Set up categories 

https://myeasyinvoicemanager.freshdesk.com/a/solutions/articles/73000601302


Auto-Approval Checkbox:
 To expedite the approval process, EasyInvoiceManager provides an “Auto-Approval” option. When users select this checkbox, the system automatically reviews the invoice for approval eligibility. The auto-approval is triggered when:

  • The invoice amount and category match the pre-defined conditions set for auto-approval within the system.
  • The approval request is sent directly to the correct approver based on the category and dollar amount parameters, bypassing manual routing.

By configuring auto-approval settings for certain invoices, users can reduce time spent on low-risk, routine approvals, allowing approvers to focus on higher-value invoices.

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