Key concepts

Approvals

Vendor bills, purchase orders and customer invoices start as approval requests. Nothing reaches the ledger until someone approves it.

• Bills and purchase orders need a PDF or JPEG document attached.
• Duplicate bill, invoice or purchase order numbers are refused — including ones already waiting for approval.
• A request can be decided once. Rejecting it needs a written reason.
• Approving a request posts it automatically. A rejected request can be revised and sent again.