In the Approval Settings module, we can configure settings for 4 modules namely Accounts Payable, Invoice, Leave & Expense. The configuration process is similar for all four. For Accounts Payable and Invoice, you can set advanced approvals if you enable the toggle Enable approval flow for Accounts Payable/ Invoice.

How to Set Advanced Approvals?

1. Click on the Settings icon in the top right corner of approval page and select Advanced Approvals.

   

2. Here, you can create separate approvers for each Department, Role, and Office Location.

   

Advanced Approval Setting(Based on Department)

1. To set approvers for each department, select Department and click on Save.
2. Click on the Add a Department Approval button to set up the approval flow.

   

3. Under New Department Approval, choose the department for which you need to assign an approver from the dropdown.
4. You can select multiple departments from the list of options by clicking on the checkboxes.

   

5. Once you’ve selected, click Apply to confirm your selection.
6. You can now assign specific approvers for the selected departments by choosing from the dropdown menu.

   

7. You can add multiple levels of approvers by clicking Add. After making your selections, click the Save button.

   

8. You can edit these settings anytime by clicking the corresponding Edit icon.
9. To delete these approval settings, click on the Delete icon. A confirmation popup will appear—click Yes to confirm.

   

10. Similarly, you can set approvers for the remaining departments under All Other Department by following the same process.
11. To remove the entire approval path based on department, click on Settings in the top right corner and select Advanced Approvals.
12. Now click on Remove Advanced Approval and confirm by clicking Yes.

    

Advanced Approval Setting(Based on Roles)

1. Similar to advanced approval for departments, you can assign approvers based on Roles in Advanced Approvals.
2. Click on Settings in the top right corner and select Advanced Approvals.
3. In the dialog box, click on Role and save.
4. Click on the button labeled Add a Role Approval to get started.
   Under New Role Approval, a dropdown menu will appear, just like when assigning approvers by department. This time, the list will include all the different roles within your company.

   

5. Select the desired roles by checking the appropriate boxes from the list. Once you’ve made your selections, click Apply to confirm. Then, assign an approver for the selected role/roles. You can assign multiple approvers here.

   

6. You can repeat this process for the remaining roles that require an approval workflow.

Advanced Approval Setting(Based on Location)

1. If you wish to assign approvers based on office locations, click on Settings in the top right corner and select Advanced Approvals.
2. In the Advanced Approval pop-up box, click on Office Location, and click Save.
3. Click on the Add an Office Location Approval button to initiate the process.
4. Now under New Office Location Approval, a drop-down menu will appear, listing all your company’s office locations.

   

5. Choose the specific location/locations where you want to set up an approval workflow. Once you’ve selected the location, click Apply to confirm your choice.
6. You can add single or multiple approvers for a single location.

   

7. You can repeat this process for all your remaining office locations.