Invoice approval routing

Based on approval authority and cost code ownership logic, automatically route invoices through multiple layers of digital approval. Each approver is assigned a task via email to review and approve individual invoices. All steps are tracked in an audit trail and the request owner is updated at each step.

Workflow steps in Catalytic

Submit request for approval via form

1

Look up approver route from matrix

2

Assign email tasks to each approver

3

Save approval results to audit trail

4

Send requestor final approval notice

5

Tagged:

finance ops

tasks forms

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.