Frequently Asked Questions

What Are Approvals?
Approvals exist to ensure uploaded invoices get reviewed by the appropriate people before being paid, exported, or otherwise advanced through the invoice wo...
Wed, Jan 29, 2020 at 2:10 PM
What Type of Approvals Exist?
No Approvals: You don't need to have invoice approvals setup to use Plate IQ.  It's okay not to.  Without approvals, after invoices are mapped or ...
Thu, Apr 2, 2020 at 12:36 PM
Who can create approval policies?
  The standard list of users who can create approval policies include: Accountant Accountant - Limited Administrator Bill Pay - Accountant Bill Pay -...
Thu, Jan 30, 2020 at 12:20 AM
How do Single Approvals Work?
After an invoice is uploaded and verified it will move to the Pending Approval tab. Anyone will be able to see this invoice in the Pending Approval section,...
Thu, Jan 30, 2020 at 12:23 AM
How do Advanced Approvals Work?
Advanced Approvals mimic the workflow for a Single Approval, with two main differences. 1. An invoice can have multiple approvers 2. An invoice can hav...
Thu, Jan 30, 2020 at 1:22 AM
What conditions exist in the approval policies?
There are multiple conditions that you may want to utilize within your Approval policies that will keep an invoice in Pending Approval until the proper User...
Thu, Jan 30, 2020 at 1:22 AM
How do I enable Approvals on my locations?
For Single Approvals you simply need to go to your Settings for a particular Location and turn on Approvals: If you would like Advanced Approvals, ...
Wed, May 26, 2021 at 6:15 PM
Can I have more than one Approver on one Condition?
When creating your Policy and Conditions you will be prompted to include who the approver, and other potential approvers are. For example, you may list ...
Thu, Jan 30, 2020 at 1:26 AM
How do I create a Stand-in Approver?
Intro For times when potential approvers leave the company, or simply go on vacation, it can be useful to set a Stand-In Approver for them. Stand...
Fri, Jul 17, 2020 at 1:38 AM
Approval Escalation Policies
We have added a feature to Advanced Approvals.  You can now add a time frame (in days) to bypass an approver. For example, my AP Temp is added as th...
Wed, May 26, 2021 at 6:12 PM