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.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article