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.
Submit request for approval via form
Look up approver route from matrix
Assign email tasks to each approver
Save approval results to audit trail
Send requestor final approval notice
Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.