Invoice approval routing to resources, teams, or roles

Invoices can be routed for approval to individual resources, teams of resources, or roles. This table shows the required setup for invoice approval routing:

Routing to	Required setup
Individuals or Teams of resources	Create Teams and team members for team routing only Create Invoice Approval Codes to define a list of individuals or teams to route invoices for approval.. In the order that they will be routed With maximum amounts that they are allowed to approve Create Invoice Routing Rules that include the approval codes you created.
Roles	Create Invoice Approval Roles Create Invoice Routing Categories to use in the invoice routing rule. Invoice routing categories include a list of Invoice Approval Assignments. Create Invoice approval codes that are defined with the Assign Approval Using Roles option. The list of roles that can approve In the order that they are to be routed With maximum amounts they are allowed to approve Create Invoice Routing Rules that include the approval codes you created