Line Approvals

Approval groups are used whether there is one approver or multiple approvers on lines, just as in the header.

If a company does not use line approval, it is best to hide the field "Approval Group" on the lines. Then the approval group in the header applies to the invoice.

If a company uses line approval, approval groups are selected in the purchase invoice header and on each line.

When a request for approval is sent, all approvers receive an email.

Each approver sees the invoice line for approval under "Requests to Approve" or on the Approval Portal. The approver does not see other lines or the header.

When a line has been approved, its status changes to "Released".

All lines must be approved (with the status "Released") before the header is approved. Therefore, it is not possible to post an invoice if line approval is missing.

You can view how approvals are sequenced on the purchase invoice by opening "Last Approvals". 1