How To Create Sequential Approvals For Supplier Invoices.

This guide provides a step-by-step process for setting up sequential approvals for supplier invoices, ensuring compliance with company policies and enhancing financial control. By following these instructions, users can customize approval workflows tailored to their organization's needs, including defining approver types and notification preferences. This resource is essential for streamlining invoice processing and improving accountability within financial operations.

Iarah Marie Tumapon
5 steps
40 seconds

Counta

Accountabilityone

Navigate to **Set Up Files > Approval & Posting Settings.**

Click **Approval Scenarios.**

Click **New Scenario.**

**Enter the following information:**\ \ **Office** \ Select an office.\ \ **Transaction Type** \ Select Supplier Invoices. \ \ **Show inactive lines?**\ Check to view inactive approval sequences. \ \ **Sequence** \ Enter the order of approvals as defined by the company's approval rules.\ \ **Approval Data Type**\ Select the data type - Billable Cost - Billable Cost Exceeds Estimate - Non - Billable Cost - Non- Billable Cost on Billable Client - Non- Billable Cost not on Billable Client **Description**\ Enter a description (the description entered can be the same as the approver type). \ \ **Minimum Amount**\ Enter the minimum amount (if applicable). \ \ **Approver Type**\ Select an approver type - Specific Approver - Transaction Creator - Supervisor of Transaction Creator - Approver Nominated on Transaction - User Access Group - Job Manager - Job Production Manager - Department Head **Specific Approver** \ **Enter the name of a specific approver (if applicable).** \ \ **User Access Group**\ Select a specific group to approve the purchase order (if applicable). \ \ **Message on Submit**\ Click on the arrow and select from one of the following options to receive notifications on submitted transactions. - No message or email - Send message only - Send message and email To learn more about how to receive notifications on approval scenarios, click [here](https://knowledgebase.counta.com/knowledge/how-to-receive-notifications-on-approval-scenarios?hsLang=en). \ \ **Message on Approval**\ Click on the arrow and select from one of the following options to receive notifications on approved transactions. - No message or email - Send message only - Send message and email To learn more about how to receive notifications on approval scenarios, click [here](https://knowledgebase.counta.com/knowledge/how-to-receive-notifications-on-approval-scenarios?hsLang=en). Active Check the box to keep the line item active.

Click **Save.**

How To Create Sequential Approvals For Supplier Invoices.

Iarah Marie Tumapon
5 steps
40 seconds

Counta

Accountabilityone

Navigate to **Set Up Files > Approval & Posting Settings.**

Click **Approval Scenarios.**

Click **New Scenario.**

Click **Save.**