1. Choose Approval Template for Group-Based Approvals

First, create an invoice and choose an approval template then, click the 'Verify Approval' button

To proceed with invoice approval, the user must first click the 'Verify Approval' button. Before doing so, it's important to select the appropriate group approval template in the Approval Template field. The system will check if the invoice total matches the amount defined in the selected group template. Only if the amounts match that user allowed to approve the invoice.

Clicking 'Request Approval' triggers a confirmation popup to start the invoice approval process based on the selected template

When the user clicks the 'Request Approval' button, a confirmation popup appears to ensure the action is intentional. Upon confirmation, the system initiates the approval process as configured in the selected approval template. The invoice cannot be validated until the required approvals are completed

Enter a remark for confirmation before proceeding

To request approval, add a remark in the text box and review the list of approvers shown below, then click the 'Confirm' button to start the approval process.

Once confirmed, the approval request will be created, and the request along with approval details will be shown in the Approval tab.

Once the approval request is generated, it appears under the Approval Requests button and in the Approvals tab. Here, you can see the list of assigned approvers, the approval sequence, and the current request status.

This is an Approvals Dashboard showing pending requests for Finance Approver User 2

Based on the approval type configuration, only eligible users can see these buttons.

So here user(Finance Approver User 2) can see these buttons and approve or refuse the request.

The approver states indicate that 'Finance Approver User 2' has approved the request, while "Finance Approver User 4" is still pending approval. This status update is logged

Here, the user 'Finance Approver User 4' can see the buttons to approve or refuse request

Once the request is approved, its status will change to 'Approved', and the approver's status will also be updated. This action will also be reflected in the activity log

After the request is approved, the user will proceed to confirm the invoice

Once the invoice is approved, the user can proceed to confirm it by clicking the 'Confirm’ button. This action finalizes the invoice and moves it forward in the accounting process.

The invoice is posted, as indicated by the highlighted status.

2. Choose the Approval Template for User-Based Approvals

Make an invoice, select an approval template, and then click the 'Verify Approval' button.

To proceed with invoice approval, the user must first click the 'Verify Approval' button. Before proceeding, it is essential to select the correct user approval template in the Approval Template field. The system will verify that the invoice total matches the amount specified in the user-selected template. Only if the amounts match is the user allowed to approve the invoice.

Clicking 'Request Approval' triggers a confirmation popup to start the invoice approval process based on the selected templates

Enter a remark for confirmation before proceeding

To request approval, add a remark in the text box and review the list of approvers shown below, then click the 'Confirm' button to start the approval process.

Once confirmed, the approval request will be created, and the request along with approval details will be shown in the Approval tab.

Based on the approval type configuration, only eligible users can see these buttons.

Here, the user (Finance Approver User 1) can see these buttons and approve or refuse the request.

Once the request is approved, its status will change to 'Approved', and the approver's status will also be updated.

Approval from Finance Approver User 3 is not required because the approval type has Minimum Approval set to 1. If it were set to 2, then Finance Approver User 3 ’s approval would have been necessary

After the request is approved, the user will proceed to confirm the invoice

The invoice is posted, as indicated by the highlighted status.

Configure Approval Types, Template, Groups From here

Under the Configuration menu, you can manage your approval settings by accessing Approval Types, Approval Templates, and Approval Groups.

Configure approval group template like this.

To configure approve template in which apply for group , first you have to configure approval group template.

Configure the approval type that should be applied to the group

This screen displays the setup of an approval type named 'Invoice Group Total Amount - 1'. It includes rule-based conditions for invoices between 0 and 2000 and assigns Group 1 as the approver group. At least two users from the group must approve the document before it's validated.

Now Configure approve template of Group

Configure the approval type that should be applied to users

This approval type applies to invoices with a value between $ 2000 and $ 4000. It assigns two users as approvers, but only one approval is required due to the Minimum Approval setting. The system applies this approval type using the domain rule only when the invoice total falls within the specified range.

Now Configure approve template of users