Overview
Admins configure approval workflows in Authorization settings, including multi-step flows, authorizer groups, and automatic assignment rules.
Create an authorization flow
Access Authorization settings
Go to Authorization settings and select Authorization Flows.
Create the flow
Provide a name, optional description, and add ordered steps with the required authorizers.The flow appears in the list and can be toggled active.
Manage authorizer groups
Authorizer groups allow shared responsibility for approvals. Create groups so the system can assign requests to the right pool of approvers.
Auto-assignment rules route invoices based on criteria such as amount, supplier, or department. Use rules to reduce manual routing and keep approvals consistent.
Disable or update flows when approval paths change to avoid routing invoices to the wrong approver.
