Creating invoice approval codes and levels

  1. Select Invoice Approval Codes.
  2. Click Create.
  3. Complete the fields.
  4. Specify this information:
    Uses Team Member Assignment
    Select this check box to enable dynamic member assignment. Users can assign the invoice to a specific approver on the team within the routing approval path.
    Initial Approval Level
    Select the first person who is authorized to approve the invoice.
    Final Approval Level
    Select the final person who is authorized to approve the invoice.
  5. Click Save.
  6. In the Invoice Approval Levels section, click Create.
  7. Complete the fields.
  8. In the Escalation Settings section, specify this information:
    Escalate After
    Specify the number of days after which this approval is escalated to the next level.
    Days to
    Select whether to escalate the invoice to the Next Approval Level or to a Specific Approval Level.
    Approval Level
    If you select Specific Approval Level in the Days to field, then specify the level to which to escalate the invoice.
  9. Click Save.