Approvals Category
Approvals FAQ
Approvals Workflows
Auto rejecting of invoices issue
Coding approvals
Creating Approvals
Division Management
Flashing invoice approval icon
How to approve or reject
Leaver process – Approver
Mandatory Approval Comments
Supplier approvals
Workflows & Approvals (part 2)
Business Unit Category
Add an email signature
Audit Trail
Coding Lists
Coding Restrictions
Create new Business Unit
Custom Buttons
Custom Fields
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
GRN Custom Fields
How to hide cost codes
How Zahara works
Invoice email forwarding – Microsoft 365
Required by Date
Single Sign On
SMTP & Email Sending
T&C on your PO Template
Tax Codes Explained
Two factor authentication
Unit Field
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Orders Explained
Quick Create a Purchase Order
Second Ref Counter
Send PO to Supplier
Supplier order acceptance
The Approver role is assigned to the users who will sign off on each invoice payment, as assigned by the Preparer.Â
There are several ways that the approver is alerted to invoice payments to be approved. The most efficient method is via the new notifications panel. Click the bell at the top of your screen to see any approval requests for payment runs that have been assigned to you. You will then see the following:
Here, you can see the Preparer who requested your approval and how many invoices are to be approved. You may also search for any individual invoice and approve it by clicking into the invoice as normal, this is useful in cases where there are any urgent or priority payments to be made.
Alternatively, you will receive an email requesting your approval for the payment run. To preview and edit this email, please go to the HTML templates section of the business settings and click on the ‘Payment Approval’ template.
By clicking ‘Review Payment Run’, the Approver will be able review, and approve or reject each invoice in the payment run. You will be able to see the invoice PDF and any recipient details, as well as the value of the document. Press Approve or Reject accordingly.
Please note that payment will go to the recipient bank details on file in Currencies Direct, not what is shown against the supplier in the payment run approval.Â
If the Approver also has the Payer role, they may also immediately proceed with paying the invoice. To do so, click Approve for an invoice and proceed to confirm the approval. If you are a Payer as well as an Approver, you will be able to immediately proceed to payment.
