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Defining an AP approval workflow in Sage Intacct streamlines the approval process for invoices, bills, and other financial transactions. This enhances accuracy and mitigates the risk of unauthorized payments.

How to Create AP Approval Workflow in Sage Intacct ERP

AP_Approval_Workflow

How to Create AP Approval Workflow in Sage Intacct ERP

Defining an AP approval workflow in Sage Intacct streamlines the approval process for invoices, bills, and other financial transactions. This enhances accuracy and mitigates the risk of unauthorized payments.

By customizing workflow stages, setting up sequential or parallel approvals, and designating specific approvers, organizations can tailor the approval process to their unique needs. This level of customization ensures that financial transactions undergo the appropriate scrutiny, promoting transparency and accountability within the organization.
AP approval workflows translate to a more streamlined and controlled financial ecosystem. As businesses strive for efficiency and compliance, defining a tailored AP approval workflow in Sage Intacct emerges as a strategic move toward achieving these objectives.

How to Create New Approval Workflows

  1. Go to Accounts Payable > Setup > Configuration.
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  1. Navigate to the Payment Approval Settings section.
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If you want payments to be approved before being issued, you will need to assign a minimum dollar amount and the number of approvers for each level. The amounts can graduate each level and can require more than one approver.
  • It’s important to note that amounts under the level one minimum amount are automatically approved.
  • Once the levels of approvals have been assigned to the applicable role, you then assign the role to the employee who will be approving AP payments.
  • Employee users are able to approve AP payments.
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In a role-based environment, approval levels are assigned to roles (these levels can be found by editing the permissions for accounts payable under the applicable role). If roles are not turned on, these permissions can be found in the user’s subscriptions.
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Greytrix Africa is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300, Sage 300 People (HRMS), Sage CRM, and Sage Intacct, which covers East Africa, West Africa, SADC, and Middle East region. We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), Sage 300, Sage CRM, and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics), and Agriculture.

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