Guides ยท Business
Invoice Approval Workflow Basics
Streamline invoice approvals
This guide explains setting up an invoice approval workflow: intake channel, required fields, approval thresholds and roles, SLAs, and status visibility to reduce delays and errors.
- invoice approval
- workflow
- ap
- thresholds
- sla
Standardize intake
Use one channel/form with required fields (vendor, amount, PO, dates).
Set thresholds and roles
Define who approves by amount/category; set alternates for coverage.
Add SLAs and visibility
Set response targets and provide status tracking to requesters.
Control and audit
Match to POs/contracts, check duplicates, and log approvals.