Vendor invoice approval and payment process
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
The vendor invoice approval and payment process will help simplify your invoice approvals from the original request to the payment being sent. This process allows for full invoice transparency of accounts payable workflows throughout the organization and can be used for multi-level reviews and approvals to ensure your business rules are being followed based on dollar amount levels.
Optionally, you could also integrate this workflow with your ERP or financial systems to allow for real-time data transfers. Another optional buildout to this would be to add on a child process to create a new vendor if the vendor isn’t found within the list of approved vendors. We also have a new vendor request.
Form
This process contains JavaScript that converts a dollar amount to an alphabetical dollar amount, like you’d see on a check. See the image below for example.
Process
