By default, the only person who can make changes to an invoice sent for approval is the current assignee. However, if this user is sick or no longer available to work on an invoice, you can configure Kofax AP Agility to allow others to manage approvals and reassign them, when necessary. Approval administrators are able to see all invoices that are currently in approval, even if assigned to an individual user. They can reassign invoices to another user. If an invoice gets re-assigned the new user gets an approval notification email.

There are two different methods for configuring approval management.

1. Use the default resource group for approval management.

   Use the Settings > Workflow > General Settings to configure that the default resource group for approval management.

   Once configured, members of the Kofax TotalAgility "AP Manager" user group are approval managers who can see all invoices that are in approval, even if they are assigned to a different user.

2. Specify a custom resource group via a Kofax TotalAgility business rule.

   The default resource group setting can be overridden in by using a customizable business rule.

   To use a different resource group for approval manager, modify the AP Agility AP Custom Assign Approval Manager business rule in TotalAgility and set the ApprovalManagerId to the resource ID of the resource group that you want to use.

Related topics:

• Use default resource group as approval manager

• Custom resource group via business rule

• Role Assignments window