Learn how multi-level approval works for your external resource and law firm invoices
If you have configured multi-level invoice approval, each invoice received from an external resource or law firm will be considered within the context of:
- the invoice amount, excluding tax
- your delegated authority limit
- the level of approval required for that invoice amount
- your user role as configured in Admin
By clicking 'approve' on an invoice, you will invoke the approval workflow slide out which will display:
- key invoice information including invoice number, date and amount
- the journey required to reach approval
- if the invoice has already received earlier approvals, comments left by the approvers
- if you have the authority to approve, you can add comments
- a drop down so you can select the next person in the approval process at the level configured
Once you have added comments (if required) and selected the next approver, click 'approve' to move the invoice through the approval workflow.
Invoice rejection can be done at any level and will set the invoice status to 'rejected' to commence the process again.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email the Xakia Support Team at support@xakiatech.com.