Full Approval Chain Insight with Option to Correct Inconsistent Policies

The Full Approval Chain Insight feature provides complete visibility into the approval hierarchy for invoices and payments. It simplifies workflows by allowing users to identify and fix missing or inconsistent policies directly from the Approvals Tab, ensuring timely and accurate processing.

Access

Users from accounts having access to use Advanced Approvals. Please contact Ottimate support if you wish to enable Advanced Approvals.

Overview

1. Full Visibility: View the entire approval chain applied on an invoice or vendor payment

2. Policy corrections: Add missing approvers to fix the inconsistent policies

3. Access the Policy Manager to modify policies directly from the Approvals Tab

Benefits

• Enhanced transparency

• Quick resolution of inconsistent policies, hence reduce approval delays

• Improved compliance and reduced manual effort

How to use

1. You can create new invoice / vendor payment approval policies by navigating to Settings page and selecting either ‘Invoice Approval Policies’ or ‘Payment Approval Policies’

2. Now access the Approvals Tab by going to the relevant Invoice details or Vendor Payment

• The full approval hierarchy is displayed upfront unlike before

• The upcoming policies are shown in ‘Disabled’ state, they will be active once the current policy gets approved

• Inconsistent Policies with missing approvers are highlighted with a red error message and a ‘Fix Policy’ button (Note: Fix policy button will only be visible for users with required ‘Manage approval policy’ permission)

(^Under Invoice details: see the revamped ‘Approvals’ tab with full approval chain)

3. If approval policy needs to be fixed/ corrected:

• Click on ‘Fix Policy’ to directly open the Policy Manager, where you can add or assign approvers without needing to navigate to Settings separately.

(^Clicking ‘Fix Policy’ opens the Policy Manager directly within the Vendor Payment details screen)

4. A Policy in the Approvals tab will initially display only up to 10 approvers, with an option to view maximum up to 50 approvers

5. You can also search by Approver’s name or email address directly in the Approvals tab

6. Once the approval policy is modified:

• View updates instantly for the current invoice/payment. Policy updates to other invoices/ payments will happen in the background asynchronously.

Additional Information

For further assistance, contact Ottimate Support by emailing [email protected] or clicking here.