What conditions exist in the approval policies?

Modified on Thu, Jan 30, 2020 at 1:22 AM

There are multiple conditions that you may want to utilize within your Approval policies that will keep an invoice in Pending Approval until the proper User approves them. There conditions include:


VendorSpecify one vendor and all invoices from that vendor will get held in Pending Approval.
Accounting Vendor IDSpecify the Accounting Vendor ID that vendors are mapped to (ex. Sysco).
Min. TotalSpecify a number and all invoices with invoice_total above that minimum threshold will be held in Pending Approval.
Max. TotalSpecify a number and all invoices with invoice_total below that maximum threshold will be held in Pending Approval.
DepartmentSpecify one Department and all invoices from that Department will be held in Pending Approval.
GL AccountSpecify one GL Account and all invoices from that GL will be held in Pending Approval.
GL Name ContainsSpecify a string (ex. Food).
GL Name Does Not ContainSpecify a string (ex. Fixed Assets).
GL Number ContainsSpecify a string (ex. 5400).
GL Number Does Not ContainSpecify a string (ex. 73350).
Received directly from Vendor?

Specify a boolean, Yes or No. 

If yes, all invoices that are sent directly from a vendor (via EDI, FTP, or email) will get held in Pending Approval.

If no, all invoices that are not sent directly from a vendor will get held in Pending Approval.

Has unmapped items?

Specify a boolean, Yes or No. 

If yes, all invoices that are contain unmapped items will get held in Pending Approval.

If no, all invoices that do not have unmapped items will get held in Pending Approval.

Policy

Specify one or many existing approval polices, and all invoices that meet those policies will get held in Pending Approval.  This is usually paired with a new condition.

Also known as "Sequential Approvers" or "Hierarchal Approvers," which means: after one policy has been approved will this other policy get triggered.

Consider this use case: As a CFO, I only want to be alerted that an invoice requires my approval after everyone else reporting to me has already approved the invoice.

More added frequently...TBD



More Conditions are added frequently so be sure to check back here every so often, and to ask you Customer Success Agent if there is a condition you would like to see in the future!



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