A large bill goes through a multi-step approval chain
Who is involved
| Role | What they do |
|---|---|
| Finance controller | Designs the approval matrix and approves the first step. |
| Accounts payable clerk | Submits the bill that triggers the chain. |
| Tenant administrator | Approves the final step on the largest amounts. |
Step by step
- Finance controller
Opens Approval matrices, sets amount bands for vendor bills and the steps for each, then simulates a 60,000 bill.
What they see:The matching cell highlighted and the chain resolved to named people.
- Accounts payable clerk
Submits a bill above the top band.
What they see:A chip on the bill reading Step 1 of 2, waiting for the controller.
- Finance controller
Opens Approvals, selects Waiting for me and approves their step.
What they see:The request moves to step 2 and the bill is not yet approved.
- Tenant administrator
Opens Approvals and approves the final step.
What they see:The bill is Approved and can be posted.
- Finance controller
Presses Escalate overdue steps (nothing escalates on its own) when a step has sat unanswered.
What they see:A silent step moves on to the next approver or substitute.
Who is told what
Candidates find the request in the Approvals inbox. The submission alert to controllers and accountants comes from the bill submission.
Related
- Accounting & E-Invoicing
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- Approvals, cost codes and job cost flow both ways
- Team workflows