Approval processes
Learn about the statuses that an incoming invoice goes through inside Monite.
Overview
The approval processes empower you to seamlessly integrate approval workflows for your payables, ensuring smooth operations and compliance with your organization’s policies.
There are two options for approval processes, depending on your business needs:
You can customize and automate the set of roles and approval conditions to change the payable status with approval policies.
Control the approval process by displaying approve/reject buttons to users and making the API calls directly.
You can allow payables to bypass the approval flow by setting the payables_skip_approval_flow entity setting as true (it defaults to false). Once enabled, any newly created payable in the new status will automatically transition to the approved status, skipping the approval flow.