Save time and set up Auto Approvals
Lightyear's Auto Approve feature allows for the smooth and fast progression of bills through Lightyear, while maintaining the operational and approval controls needed by your business. When Auto Approve is enabled, whenever a Bill Task is approved, or the final Executive Approval is given, the bill is moved to the next step in the approval flow (until the Sign-Off tab).
Enabling Auto Approve
To switch Manager Approval on, head over to Settings > Company Settings
Scroll down to Send Bill Task Customisation > Yes next to Auto Approve. Finally, select "Update Settings" in the bottom right-hand corner to save this change.
Auto Approve in Action
Bill Task Auto Approval
In this example we have a task assigned to a user from the Approvals tab.
The approval task is then actioned under "My Tasks" (in this case, the same user).
Going back to the Approvals tab, you'll see it has then transitioned to the Review tab upon completion of the Task.
Executive Sign Off Auto Approval
Similarly, in this example we have a document awaiting Executive Approval in the Review tab.
Once the Executive Approver has approved the bill, you'll notice it then automatically transitions to the Signed Off tab without an additional person clicking on the Sign Off button.
There's no right or wrong in these settings, just what efficiencies and security you want in place. If you have any questions, feel free to consult our team and reach out to us via the chat function in app and speak to an expert today!
Check out our
to stay up to date
Related Articles
Options for automating your approvals
This article is your one stop shop for all things related to approvals in Lightyear. This article aims to tie it altogether to ensure you have the right workflows in place to help streamline your operations and how to set them up. Departments Using ...Creating and Setting up Suppliers
What are Suppliers? In Lightyear you create supplier profiles known as Suppliers which are not to be confused with Supplier Cards from your accounting software. When a map is made, Lightyear pulls the Supplier name from the invoice and saves this ...Set your own payment terms and your own due date
Lightyear is Intelligent. It's intelligent enough to know what you mean when you say 'Number of days credit' in Supplier's defaults even to include 'From End of Month'. So if for example, your supplier's terms are 'Net 14th after EOM' then you can ...3 ways to collaborate more efficiently with your suppliers
Lightyear has features to email your suppliersfor ease of collaboration. This article will take you through the different email avenues within Lightyear and relevant settings for set up. You can use the Lightyear email to send POs, raise a dispute ...Manager Approval
Manager Approval is an additional level in the approval flow that can be used with Lightyear's Bill Task functionality. This is useful for those that would like an additional layer of approvals at either the "Approvals" and/or "Review" tab. With ...