You can assign an invoice approver at the invoice level or you can define automated rules by vendor. To make a one-time request for an invoice, simply enter the email of the invoice approver under “Invoice Approval Routing” on the Invoice Details screen. If this is a new invoice approver, you will be shown a link to “Add New Approver”, which will request their email address and first and last name.
Once the invoice approver is added (indicated by a gray box around their name), you can simply SAVE the invoice in MineralTree and a request will be sent to this user.
This invoice approver will be remembered by MineralTree moving forward and will come up as a suggestion when you starting typing their name or email in the future.
To set up an automated rule for a vendor, enter the email address under “Manage Invoice Approvers” on the Vendor Details screen and SAVE.
Vendor Details (click on the vendor name anywhere in MineralTree) --
Add invoice approver --
Any future invoices for this vendor entered into MineralTree will be automatically emailed to this address for approval.
To setup automated rules for other dimensions such as Class, Department, etc., go to SETTINGS -> Company Profile -> Invoice Approval Rules. Click “Add New Approval Rule”, select the dimension type, enter the specific dimension, and then a box will appear to enter the invoice approver and SAVE.