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INVOICE APPROVAL LIST REPORT DETAIL WITH GL DIST 10/13/2014 Climate: Time: Page:City Of Charlotte Vendor Name Line 2 Vendor Address City State/Province Zip/PostalInvoice Description1 Invoice Description2 Vendor

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How to fill out invoice approval routing setup

01

Step 1: Log in to the invoice approval routing setup portal.

02

Step 2: Click on the 'New Setup' button to create a new routing setup.

03

Step 3: Fill in the required details such as the name, description, and priority of the routing setup.

04

Step 4: Specify the approval rules by adding approvers and conditions to the routing setup.

05

Step 5: Save the routing setup and test it by submitting a sample invoice for approval.

06

Step 6: Review the approval routing and make any necessary adjustments.

07

Step 7: Once satisfied with the setup, activate it to make it active for all invoices.

08

Step 8: Regularly review and update the routing setup to ensure it aligns with organizational changes.

Who needs invoice approval routing setup?

01

Organizations that have a decentralized accounts payable process.

02

Organizations that require multiple levels of approval for invoice processing.

03

Organizations that want to ensure proper control and compliance in their invoice approval process.

04

Organizations with a high volume of invoices that need efficient routing and approval.

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What is invoice approval routing setup?

Invoice approval routing setup is a systematic process that outlines the workflow for approving invoices within an organization. It defines the sequence of approvals needed before an invoice can be processed for payment.

Who is required to file invoice approval routing setup?

Typically, finance departments or accounts payable teams within organizations are required to file the invoice approval routing setup to ensure proper financial governance.

How to fill out invoice approval routing setup?

To fill out the invoice approval routing setup, organizations need to define the approvers, their respective roles, the order of approvals, and any specific criteria or guidelines for invoice acceptance.

What is the purpose of invoice approval routing setup?

The purpose of invoice approval routing setup is to streamline the invoice approval process, ensure compliance with financial policies, and enhance transparency in financial transactions.

What information must be reported on invoice approval routing setup?

Information that must be reported includes the names of approvers, their roles, the approval workflow, any thresholds for specific approvals, and the overall process timeline.

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