Dynamic Approval Configuration :

Go to Invoicing Module → Configuration → Settings, then enable the ‘Dynamic Approval’ checkbox. Set the approval rule based on the minimum amount of either ‘Total’ or ‘Before Tax Amount’.
Also, make sure to enable the ‘On Customer Invoice’ and ‘On Vendor Bill’ options for the approval process to work.

Approval Configuration:

Go to Invoicing Module → Configuration → Approval Configuration. Create an invoice approval rule by setting the minimum amount and entering the approval details.

There are two types of approval processes: 1) User and 2) Group. Select 'User' as the approval type and specify the person responsible for approving the invoice.

Select the approval process as 'Group', then choose the group name. The invoice will be approved by any user from the selected group.

Confirm Customer Invoice

The user can click the 'CONFIRM' button on the draft invoice to start the approval process.
If approval is based on 'Total', the system will check the total amount. Otherwise, it will use the 'Before Tax Amount'.
The approval levels will be fetched automatically based on the configured rules and the minimum amount set.

Approve Customer Invoice by First Approver

The first approver can click the 'Approve' button to approve the customer invoice.

Email Notification of Submit for First Approval

Approve Customer Invoice by Second Approver

The second approver can click the 'Approve' button to approve the customer invoice.

Once the customer invoice is approved by the second approver, it gets confirmed automatically. You can view the details of all approvers under the 'Approval Info' tab.

Email Notification for Confirmed Customer Invoice

Reject Customer Invoice

Invoice Reject Wizard

When the 'Reject' button is clicked, the approver must enter a rejection reason in the popup wizard.

Rejected Customer Invoice

After the customer invoice is rejected by the approver, it moves to the 'Rejected' stage and no further approvals are required. The user can view the rejection details under the 'Approval Info' tab.

Email Notification for Rejected Customer Invoice

Waiting Approval Menu

Go to Invoicing Module → Customers → Waiting Approval to view all invoice approvals assigned to the user.

The user can access and view their own invoices that are in the 'Waiting for Approval' stage.

Dynamic Approval Configuration

Go to Invoicing → Configuration → Settings, then enable the 'Dynamic Approval' checkbox. Set the approval rule based on the minimum amount of either 'Total' or 'Before Tax Amount'.
Also, make sure to enable the options for 'On Customer Invoice' and 'On Vendor Bill' to apply the approval process accordingly.

Approval Configuration

Go to Invoicing → Configuration → Approval Configuration.Create a bill approval rule by setting the minimum amount and entering the approval details.

There are two types of approval processes: 1) User and 2) Group.
Select 'User' as the approval type and specify the person responsible for approving the bill.

The user can select the approval process as 'Group' and specify the group name. The bill will be approved by any user from the selected group.

Confirm Vendor Bill

The user can click the 'CONFIRM' button on the draft bill to start the approval process.
If the approval is based on 'Total', the system will check the total amount; otherwise, it will use the 'Before Tax Amount'.
The system will automatically fetch the approval levels based on the configured rules and the minimum amount.

Once the vendor bill is confirmed and the amount exceeds the set limit, it moves to the 'Waiting for Approval' stage. The next approval level is automatically set under the 'Approval Info' tab.

Email Notification of Submit for Approval

The user can view the email notification sent to approvers for the vendor bill approval.

Approve Vendor Bill by First Approver

The first approver can click the 'Approve' button to approve the vendor bill.

Once the vendor bill is approved by the first approver, the next approval level is automatically set under the 'Approval Info' tab.

Email Notification of Submit for First Approval

Approve Vendor Bill by Second Approver

The second approver can click the 'Approve' button to approve the vendor bill.

Once the vendor bill is approved by the second approver, it gets confirmed automatically. You can view the details of all approvers under the 'Approval Info' tab.

Email Notification for Confirmed Vendor Bill

Reject Vendor Bill

The approver can click the 'Reject' button to reject the vendor bill.

Invoice/Bill Reject Wizard

When the 'Reject' button is clicked, the approver must enter a rejection reason in the popup wizard.

Rejected Vendor Bill

After the vendor bill is rejected by the approver, it moves to the 'Rejected' stage and no further approvals are required.The user can view the rejection details under the 'Approval Info' tab.

Email Notification for Rejected Vendor Bill

Waiting Approval Menu

Go to Invoicing → Vendors → Waiting Approval to view all vendor bill approvals assigned to the user.

The user can access and view their own invoices that are in the 'Waiting for Approval' stage.