Add an approval hierarchy level

You can configure a specific approval hierarchy level so that any invoices with a total value that is above the specified limit, require approval from a member of the specified role.

You can add an approval hierarchy level by following these steps:

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. On the menu, select Settings > Organizations.

    The Organizations are displayed.

  3. Select an organization from the list by clicking on its Organization Name.

    The organization details for the selected organization are displayed.

  4. Click on the Business Units tab.

    The Organization - Business Unit tab is displayed.

  5. Click on the Business Unit Name link where you are setting up an approval hierarchy.

    The Business Unit: New or Edit window is displayed.

  6. Click Approval Hierarchy.

    The Approval Hierarchy window is displayed.

  7. Using the fields below the table, perform the following steps to add an entry to the approval hierarchy.
    1. Select a user from the Approver list.
    2. Enter a value between 0 and 999999999999999.

      This value is the maximum amount that the user can approve. The currency for this value is configured in the Business Unit: New or Edit.

    3. Select a user from the Next Approver list.

      This ensures that if the invoice is rejected by the Approver that a different user is sent the invoice when the invoice requires approval again.

    4. Click Add.

      The approval limit and the selected approvers is added to the table.

  8. Optionally, repeat the previous step for additional approval levels.
  9. Click Close.

    The window is closed and you are returned to the Business Unit: New or Edit window.