Overview
The approval processes empower you to seamlessly integrate approval workflows for your payables, ensuring smooth operations and compliance with your organization’s policies. There are two options for approval processes, depending on your business needs:Automated via approval policies (Recommended)
You can customize and automate the set of roles and approval conditions to change the payable
status with approval policies.
Manual transition
Control the approval process by displaying approve/reject buttons to users and making the API
calls directly.
You can allow payables to bypass the approval flow by setting the
payables_skip_approval_flow
organization setting as true (it defaults to
false). Once enabled, any newly created payable in the new status will automatically
transition to the approved status, skipping the approval flow.