How does the invoice approval process work?

The Invoice Approval option allows the Account Manager to request approval of an Invoice, before submitting a payment.

When an Account Manager requests Invoice approval, they are prompted to enter the email address of a specific approver that they want to send this Invoice to. This is used primarily for the Account Manager to double check the validity of any Invoice with the particular department/manager that is responsible for the Invoice. With Invoice Approval, the Account Manager can actually go forward with submitting a payment even before an Invoice is approved.

This means that the Account Manager can use Invoice Approval to verify that an Invoice is valid, but the approval is not required for the payment to be submitted. These approvals are sent via email to a specific person and will not show up in your company’s Payment Approver dashboard.

To request approval of an invoice, please follow these instructions:

  1. Select the invoice number to open the Invoice Details of the invoice for which you'd like to request invoice approval
  2. Select Approvals tab
  3. In the Sent To field, type the email address of the invoice approver.
  4. If the user doesn't already exist, click Add New Approver to enter the approver's name. Then click Add
  5. Save the invoice

You can also set up automatic invoice approval requests for any vendor. This will trigger an invoice approval request anytime a new invoice is created for this vendor in MineralTree. Below are instructions for setting up an automatic invoice approver for a vendor:

  1. Select the Vendor name to open Vendor Details
  2. In the Manage Invoice Approvers field, type the email address of the invoice approver.​
  3. If the user doesn't already exist, click Add New Approver to enter the approver's name. Then click Add​
  4. Save the vendor details
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