Create An Invoice Approver

Audience: Accounting Manager

Summary: Reviews how to create an Invoice Approver within the invoice when in Classic View, and how to create an Invoice Approver when in the New View.

Create An Approver From the Invoice in Classic View

If you want to send an invoice to an approver from the invoice itself but the approver is not yet in the system, you can add the approver at the bottom of the invoice screen under the Invoice Approval Routing tab.

1. Open the invoice.
2. Scroll to the bottom and select the Invoice Approval Routing tab.
3. Start typing the user’s name or email address.
4. When Add New Approver appears, click it. 

5. Enter the approver’s information and click Add.

5. Save the invoice.

Once you save, the invoice will be routed to the person.

Note: This action does not create an ongoing rule. If you want a permanent rule for future invoices, see Create Invoice Approval Rules. 

Create An Invoice Approver When in the New View

To add an Invoice Approver in the New View:

1. Navigate to the Vendor Profile page.
2. Scroll to the bottom and locate the Manage Invoice Approvers section.
3. Begin typing the approver’s name or email address.
4. When Add New Approver appears, click it.

5. A pop‑up window will open. Enter the approver’s:
   • First Name
   • Last Name
   • Email Address

6. Click Add.

The approver will then be added to the system.

Note: Do not save the Vendor Profile unless you intend to assign the approver at the vendor level.

Additional Notes

• Approvers added this way can approve invoices via the email link.
• If you want approvers to log in to approve invoices:
  • They must set a password in their User Profile.
  • A phone number is required in the profile for password resets.
• For step‑by‑step instructions, see the article How to Create a User.