The approval workflow ensures that incoming purchase invoices are reviewed and approved by the appropriate users before payment. It is especially useful for growing businesses that need a multi-person verification process.
✅ Requirements for Approval Workflow
At least two users are required, both with permission to approve purchase invoices.
Recommended when your business size grows and control over expense approvals is needed.
📝 Preparing a Purchase Invoice for Approval
Complete all necessary invoice details before sending it for approval to avoid changes during the process.
📤 Sending an Invoice into the Approval Workflow
Go to Purchases → Purchase Invoices → Received / Unapproved tab.
Click the "Send for approval..." button next to the invoice.
Select the user you want to send the invoice to for review or approval.
Optionally, add a comment that the recipient will see.
Click "Assign to user".
📩 Continuing the Approval Process
The selected user receives an email notification about the invoice.
They must log in to Eemel.fi to review and approve the invoice.
✅ Approving the Invoice
Go to Purchases → Purchase Invoices → Received / Unapproved
Click "Approve" next to the relevant invoice
The invoice moves to the Open tab and becomes ready for payment
🔁 Reassigning the Invoice
If a user cannot approve the invoice, they can reassign it to another person for approval.