Flexible Approval Workflow

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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

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

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Once this is enabled, all the other approval configurations (SAF Approval, User-Based Approval, Category Approver) 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.

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

Step 2: Click Route Transaction when finished. 

 

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