Helpdesk

Approvals exist to ensure uploaded invoices get reviewed by the appropriate people before being paid, exported, or otherwise advanced through the invoice wo...

No Approvals: You don't need to have invoice approvals set up to use Plate IQ. Without approvals, after invoices are mapped or otherwise triaged in Need...

  The standard list of users who can create approval policies include: Accountant Accountant - Limited Administrator Bill Pay - Accountant Bill Pay -...

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,...

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...

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...

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, ...

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 ...

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...

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...