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.
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.