How To Manage the Approval Rules for Invoices in Docyt?

Steps guide:

1. Once an invoice has been verified, it moves into the approval step in Docyt.

2. Move the cursor to the invoice status that shows a 'Needs Approval' message to the users with an 'Approver' role.

3. If a business has multiple approvers for invoices, you will see the names of all the approvers when you hover over the 'Needs Approval' status.

4. To access the 'Approval Rules' Go to Expense> Bill Pay> Approval and Audit Controls.

5. This page is divided into two sections: Default Approval Rules and Advanced Approval Rules. The default rules are automatically applied to all invoices except for those that meet the criteria of an advanced approval rule.

6. In the 'Advanced Approval Rules' section, you can select conditions such as 'Vendor Name' and 'Transaction Amount' and the 'Department' for the approvers for those conditions. For example, you can set a specific transaction amount and require approval from a particular approver for invoices that exceed that amount. To edit the Default Approval Rules, click on the ellipsis menu (...) and select 'Edit Rules.'

7. Click the 'Edit' button to choose the Approvers from the list provided in the 'Add Approvers' section on the right. Simply check the checkbox next to the desired 'Approvers'.

8. Then, click the blue 'Add Approvers' button. Click on the drop-down list in the 'Has to be approved by' column to choose a number of approvers. Finally, click the 'Done' button to save all the settings.

1. To set up Advanced Approval Rules, click the 'Add Special Rule' link.

2. This feature allows you to edit the 'Conditions', 'Selected Approvers', and 'Has to be approved by' columns. You can set the other two columns similarly, above. Click on 'Add Condition' to add a new condition.

1. Choose 'Vendor' to specify the name of a specific vendor for which an approval rule needs to be defined.

2. Select 'Transaction Amount' to establish a condition based on the transaction amount of the invoice.

3. Select 'Department ' to set a condition based on Department.