Invoice Multi Approval
This module allows to add multi level approval for the Invoices.
Community
Enterprise
Invoice multi Approval
Streamline your invoice approval process with Invoice Multi-Approval, allowing approval based on various criteria.
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Navigate to the Invoice menu to initiate the approval process.
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Access the configuration settings by clicking on "Configuration" and then selecting "Invoice Approval Configuration" from the Approvals section.
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Complete the approval criteria by filling in all the required fields and clicking the "Save" button.
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Generate an invoice using the "John" user account.
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Log in as "John," create a Sales Order based on the configured criteria (product, product category, amount, and customer) in the approval settings, validate the delivery order, and generate the invoice.
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The invoice enters the "Pre Approve" state, signifying that it meets all approval criteria. If confirmed, it progresses to the "Approve" stage for the designated approvers.
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Upon confirmation, the invoice transitions to the "Pre-Approve" status. Please note that this approval request is initiated by the user JOHN.
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If John validates the invoice before obtaining approval, a validation message will be displayed on the screen.
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Access the admin account, navigate to settings, and select technical. From there, click on emails to configure and manage email settings.
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You will find an email regarding this approval request sent only to the approver's email address, including the invoice details and its link.
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After clicking the "View Invoice" button, the screen will be redirected to that invoice, and you will find an "Approve" button.
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After clicking the "Approve" button, the button will disappear, indicating that this invoice is now approved.
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Now, both the admin and John can validate the invoice by clicking the "Validate" button.
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After clicking the "Validate" button while logged in as John, the invoice will be in the posted status.
