Install the Invoice Routing task to provide routing of invoices to approvers in sequential order and, optionally, to require approval of an invoice within a specified number of days. When this feature is activated, invoices will display on the user’s home page in the Invoices Awaiting My Approval widget. If the invoice is not approved within the specified time, the invoice will be passed to the next approver, the invoice entry will no longer display on the user’s home page, and “Yes” will be placed in the Timed Out field on the Invoice Approval tab on the Matter tab of the invoice.
The value in the Order field on the Invoice Approval tab on the Matter tab indicates the order in which the invoice will be routed to approvers and is as follows:
- Any approver with no entry in the Order field will receive the invoice first.
- Next, the approver with the first sequential number (beginning with the value of “1”) in the Order field will receive the invoice for approval. If multiple approvers have the same value in the Order field, the invoice will be routed to each at the same time and will not be routed to the next approver until all the previous approvers have approved/rejected the invoice or timed out.
- The master approver (approver with a value of 99 in the Order field) will receive the invoice last. If multiple approvers have a value of 99 in the Order field, the invoice will be routed to each approver simultaneously.
Configuration of this task includes a parameter that allows you to specify in a comma-delimited list the invoice statuses for invoices you do not want routed by this task. For example, specifying “On Hold,Paid” as a value for the parameter would exclude any invoices with a status of On Hold or Paid from being routed for approval.