Invitbox allows you to design your Approvals steps.
By selecting one of the 3 options below & also providing Users with Approvals permission and/or Executive Sign Off, you can decide who can Approve or Sign off, whether you want to use Executive Sign Off, how many need to sign off on an invoice, and much more.
This is the default setup - (called Secondary Sign-off):
The invoice starts off in the InTray tab> you then approve the invoice> invoice moves to the Approved tab > next you sign off the invoice> invoice moves to the Signed Off tab> then from the Signed Off tab it gets exported.
- You have the option of removing the Approved tab - this is useful if you just have the one person needing to Approve (called UserOnly Sign-off) - the invoice will then go from the InTray > Signed Off tab
You also have the option of adding Executive Sign-off, click here to learn more about this.
To change your account's Sign Off/Approver type, Go to Admin > Company Settings;
The Sign-off Type allows you to vary your account's Approvals setup. You can select these 3 options:
1 - User Only removes the Approved tab from your account, meaning an approval of an bill from InTray will move it straight to Signed Off tab.