Your team has a multi-step process for approving invoices. Get it configured by following these steps.

To ensure that invoices follow a clear path to approval, you can configure Xakia's 4-step approval process by navigating to the Admin area and selecting 'External Resources' and clicking on the 'Approvals' tab.

Each approval level is defined by the user role and works with the delegated authority limits configured.

As an invoice is received, Xakia software will consider approvals required based on:

• the costs incurred in the invoice (ex tax)
• delegation of authority limits applied to invoice, engagement or matter per the configuration
• the role of each person on the matter and the settings for invoice approval (ie. matter manager, team member etc)
• each user's role

and send notifications to the first approver required. Each subsequent approver can select the next approver from the users who are defined at each level of approval.

If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email support@xakiatech.com.