Approvals Set up
Streamline your approvals process with our customisable workflows to suit your needs.
By Jessica and 1 other2 authors18 articles
- Auto Publish to Accountancy Software
- Bulk Approval Task Reminders
- Proxy Approver
- Group Line DataExport invoices with line item data grouped per GL code, Tax Rate, and Category
- Approval by Value
- Choosing the right approvals workflow
- Setting your Approval Workflow
- What is Executive Approval?
- Manager Approval
- Approval Task Requests
- Departments
- Can I add a supplier to more than one Department?
- I have set up a new User but they cannot see any bills in the Approval Tab
- Bulk Invoice ApprovalsThe purpose and limitations of bulk approving invoices, and alternative solutions for handling invoice approvals.
- Understand the invoice approval workflowSteps to follow your invoices through processing, approval, and review in Lightyear.
- Troubleshoot approval workflow errorsSteps to diagnose and fix the most common approval workflow errors, including conditional approvals that don't trigger, greyed-out sign-off buttons, stuck invoices, and blocked exports.
- Resolve common Approvals tab issuesIf you're experiencing visibility issues, missing tasks, or unexpected counts, the steps here will help you resolve them.
- Sign off invoices in LightyearSteps to resolve common issues preventing invoices from reaching the sign-off stage.