Approval Routing Simplified
The approval routing feature allows you to establish approval pathways to control spending and provide visibility into purchase requests. Approval routing is a core setting that must be set up in order to use Procurify. The following article includes set-up articles, common issues, and troubleshooting steps.
Understanding Approval Routing Groups
The following article outlines in great detail everything you need to know regarding approval routing groups and pathways.
Create an Approval Routing Group
The following article outlines step-by-step instructions on how to create an approval routing group.
Create Approval Routing for Bills
The following article outlines step-by-step instructions on how to create approval routings for bills.
Create Approval Routing for Payments
The following article outlines step-by-step instructions on how to create approval routings for payments.
The Approver View Access is a highly useful feature that provides your fellow approvers with access to view other Approver's orders, expenses, and travel requests.
Frequently asked questions on approval routings.
Troubleshooting Approval Routing Issues
Learn about common approval routing issues on how to solve them.