Knowledge Base Home
Contact Us
Sign in
  1. Knowledge Base Home
  2. Approve with Procurify
  3. Approval Routing
  1. Approval Routing
  • September 20, 2023 18:47
  • Updated

Approval Routing Overview

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.


approved.png Understanding Approval Routing Groups 

The following article outlines in great detail everything you need to know regarding approval routing groups and pathways. 


approval.png   Create an Approval Routing Group   

The following article outlines step-by-step instructions on how to create an approval routing group. 


bill.png Create Approval Routing for Bills     

The following article outlines step-by-step instructions on how to create approval routings for bills.           


 payment.png  Create Approval Routing for Payments

The following article outlines step-by-step instructions on how to create approval routings for payments.


find.png   Assign Approver View Access                           

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. 


 question.png    FAQ: Approval Routing         

Frequently asked questions on approval routings.                       


toolbox.png Troubleshooting Approval Routing Issues 

Learn about common approval routing issues on how to solve them. 

Was this article helpful?
2 out of 3 found this helpful
Return to top