When will Connect add an approval process to an invoice sequence?

Use the invoice detail total to determine when to add an approval process to an invoice sequence.

Connect will use the approval process based on the total cost of the invoice details tied to the department. Connect will add the approval process to the invoice detail when the invoice is saved.

Before you get started

Set up the approval process. See the help topic titled How do I add an approval process?

Adding an approval process to an invoice

1. Open Connect Accounts Payable > Invoices & Payments > Enter Payments.

2. Fill in the invoice like normal.

3. Enter the invoice, invoice details, and then click Save (CTRL+S).

When the invoice is saved, Connect uses the invoice detail total to search for approval processes that may apply to the invoice detail. If Connect finds an approval process, it attaches the approval process to the invoice detail, and sends the invoice detail to the first approver or approval group in the approval process.