Flexible Approval Workflow

The Flexible Approval workflow allows the submitter to select an approver when submitting a transaction.

This article shows you, an AP Administrator, how to configure and use the Flexible Approval workflow.

Enabling Flexible Approval

1. From the Company Preferences page, enable Flexible Approvals.


Once this is enabled, SAF Approval and User-Based Approval configurations will be disabled.

Using the Flexible Approval Workflow

With the flexible approval workflow, users will be prompted to select an approver each time they submit a transaction.

1. Click Route to submit a transaction, then select an Approver from the drop-down menu. Only the users with the appropriate approval permissions will be visible in the drop-down.


2. Click Route Transaction when finished. 


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