Audience: Accounting Manager, Read-Only Accounting Manager, Payment Authorizer
Summary: Use approval reports to track approval activity, review outstanding requests, and audit your approval rules.
Overview
Approval reports provide visibility into your invoice approval workflows.
Use these reports to:
- Review requests assigned to an approver
- Identify invoices waiting for approval
- Review approval levels and thresholds
- Confirm where an approver appears in your workflows
Which approval report should I use?
| If you need to... | Use... |
|---|---|
| Review approval requests assigned to one approver | Invoice Approval Requests by User |
| Identify invoices that are waiting for approval | Pending Invoice Approvals |
| Review all approval rules configured for your account | Invoice Approval Rules |
| Review rules connected to a specific approver | Invoice Approval Rules by Approver |
Invoice Approval Requests by User
The Invoice Approval Requests by User report includes approval requests assigned to a selected invoice approver.
Use this report to review an approver’s request history and identify requests that may still need attention.
Requires: Select an invoice approver.
Columns included
Identifiers
- Vendor Name
- Invoice Number
Amounts
- Original Amount
Dates
- Invoice Date
- Date
Status
- Invoice Status
- Approval Status
Pending Invoice Approvals
The Pending Invoice Approvals report includes invoices that are waiting for approval and identifies who needs to act.
Use this report to follow up on outstanding approvals and help prevent payment delays.
Columns included
Identifiers
- Vendor Name
- Invoice Number
Amounts
- Amount
Dates
- Due Date
Status
- Pending Approvers
Invoice Approval Rules
The Invoice Approval Rules report includes the approval rules configured for your account.
Use this report to review approval levels, thresholds, and assigned approvers.
Columns included
Identifiers
- Attribute
- Name
Rules
- Approval Levels
- First-Level Threshold
- First-Level Approver
- Second-Level Threshold
- Second-Level Approver
- Third-Level Threshold
- Third-Level Approver
- Fourth-Level Threshold
- Fourth-Level Approver
Invoice Approval Rules by Approver
The Invoice Approval Rules by Approver report includes approval rules connected to a selected approver.
Use this report to see where an approver appears in your workflows and which thresholds apply.
Requires: Select an approver.
Columns included
Identifiers
- Attribute
- Name
Rules
- First-Level Threshold
- First-Level Approver
- Second-Level Threshold
- Second-Level Approver
- Third-Level Threshold
- Third-Level Approver
- Fourth-Level Threshold
- Fourth-Level Approver