Zahara’s invoice approvals can route an invoice to one or more people inside the organisation for their approval. The outcome of an invoice approval will not only be to show that the invoice is approved – clearly visible in the invoice list view, but you may also want to export the invoice into the finance system. All of these things can be achieved. There are multiple invoice conditions you can use to decide whether a step is to be used, including:
- Whether the invoice is linked to an order
- The order/invoice difference
- Wteher the invoice exceeds the order
- The status of the GRN of the Order
- The value of the invoice – used widely
- The supplier
- The originator of the invoice (who keyed it or who raised the order)
- The project
- The product
Creating an Invoice approval.
Before you start creating your invoice Workflow, ensure you have added the users into your Division so that your approvers are already in your team. Once this is done, click on New Workflow
Now follow the Wizard. Watch the video below to see how to add the workflow steps, use conditions and set the default workflow.