Approval Task Requests
What is an Approval Task Request? By sending one to an internal or external user, you are requesting action from them on the sent document. For example: In our team we have Jack, Mark and Lisa. I want to have Lisa approve a particular bill. I send an ...
Approval by Value
Users now have the ability to set up conditional approval by amount i.e. if a bill is over a certain amount, User A needs to approve it. If a bill is over another amount, User A and B need to approve it. To switch this on, simply go to Company ...
Choosing the right approvals workflow
Choosing the right workflow is crucial to help you streamline your processes to maximise efficiencies. You can have Lightyear up and running to streamline the purchase to payables process to follow the outline below Before settling on a workflow, it ...