Automated Approval

Purchasing/Accounts Payable > Purchasing / Accounts Payable Transaction Documents > Payment Request > Process Overview

Automated Approval

Your institution may use an automated approval function for payment request documents. For payment requests that qualify for auto-approval, the system automatically enters Processed status on the pay date. Any user who normally would have received the document for fiscal officer approval will receive an FYI request of the payment request in his or her action list.

lightbolb-small Specific accounts may be excluded from auto-approval by adding them to the Payment Request Auto Approve Exclusions maintenance table.

lightbolb-small Specific Charts, Organizations and Accounts for specified amounts can be excluded from auto-approval by adding them to the Negative Payment Request Approval Limit maintenance table.

pencil-small If one account on a PREQ document is excluded from auto-approval, the entire document is excluded.

A payment request is eligible for auto-approval if:

• The total invoice amount is less than the auto-approve threshold designated by your institution.

• All accounts on the Payment Request document allow for auto-approval.

• The payment is not on hold.

• The payment is not on request cancel.

• The Receiving Required flag on the Payment Request = Yes and a Line Item Receiving document has been completed.