Enabling Auto-Approval

To save time and hassle, you can have all documents that match related documents (within an allowed variance) approved automatically. This goes for both manually and automatically matched documents.

As with matching, automatic approval is configured per template, so if you enable it for a specific template, it will apply to all documents for which that template is used.

To set up automatic approval, follow these steps:

  1. Choose the Search icon, enter Document Categories, and then choose the related link.
  2. Open the relevant document category. For example, to open the purchase document category, select the PURCHASE line (not the PURCHASE code itself), and then choose Edit in the action bar.
  3. On the Document Category page, on the Templates FastTab, select the template that you want to configure.
  4. On the FastTab title bar, select Manage > Edit to open the template card.
  5. On the Purchase Documents FastTab, under Approval, enable automatic approval by toggling the Auto Approve within Variance switch.