How to Approve Invoices in Docyt

Approve Invoices in Docyt to ensure only reviewed and authorised expenses move forward for payment processing.

Once an invoice has been verified, it enters the Needs Approval stage. This step ensures that the correct individuals authorize the spend before payment.

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Approve the Invoice

You can approve an invoice using either of the following methods:

Option 1: From the amount dropdown

Hover over the invoice row → click the dropdown next to the amount → select Approve.

Option 2: From inside the invoice preview

Open the invoice → scroll to the bottom-right → click Approve.

Once approved, the invoice status updates from Needs Approval → Ready to Pay.

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If You Cannot Approve an Invoice

If you do not see the Approve option, your user role may not have approval permissions.

To review these settings:

1️⃣ Go to Expense → Bill Pay → Approval & Audit Controls Or select Approval & Audit Controls from the left sidebar.

Here, you can view or update invoice approval rules.

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Types of Approval Rules

Rule Type	Purpose	Example Conditions
Default Approval Rules	Automatically apply to all invoices	All invoices require approval from Manager
Advanced Approval Rules	Apply only when specific requirements are met	Vendor = “ABC Supply” OR Amount > $5,000

To add a conditional rule:

Select Add Advanced Rule → choose the condition (vendor, department, or amount) → set approvers.

Once conditions are met, Docyt automatically routes the invoice to the correct approver(s).

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When the approval step is complete, the invoice is Ready to Pay and can move into the payment process.

And that’s how you approve invoices in Docyt.