- Liquid Support
- For Businesses
- Invoice Approvals
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General
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For Businesses
- Getting Started
- Master Contracts / Onboarding Vendors
- Managing Vendors
- Compliance
- Users
- Work Orders
- Work Order Fee Estimates
- Work Order Uploads
- Purchase Orders
- Invoices
- Invoice - Work Order Matching
- Payments
- Invoice Approvals
- QuickBooks Online Integration
- Projects and Accounting Fields
- Reports
- Liquid Plan
- Custom Onboarding / Custom Contracts
- Bank Accounts
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For Vendors/Contractors
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Training Videos
How do we add an intermediary approver to invoices, to review invoices after Hiring Managers?
To add an intermediary approver who will review Invoices after Hiring Managers have approved those Invoices, start by turning on your automated invoice approval workflow.
Turn on automated routing to Hiring Managers, then add a financial approval policy. Set the policy at $0.00 if you would like this intermediary financial approver to approve every invoice. Now, Invoices will be routed to Hiring Mangers first and then sent on to financial approvers.
If you would like your financial approvers to only be able to view and approve invoices that have been routed to them (not able to pay), they should be added with the role Hiring Manager.