Vic.ai's Approval capabilities - powered by Autonomous Approval Flows - makes the approval process effortless!
Whether for internal control purposes or including clients, this flexible and powerful approval tool can enhance any accounting workflow.
Vic.ai Approval Types:
Autonomous Approval Flows:
Your approval flows are generated based upon the flows and triggers created by your Vic.ai Organization Admin. You never need to touch an approval sequence!
Autonomous Approval Flows - Edits allowed:
Your approval flows are generated based upon the flows and triggers created by your Vic.ai Organization Admin. Accountant users can modify the approval flow as needed before starting them.
No Autonomous Approval Flows:
The approval steps will be remembered on a per-vendor basis, based upon the last invoice posted/exported.
Defining Approval Flows Manually (or editing the Autonomous Approval Flow)
Open the Approval side-drawer.
From there, you can define an approval flow, one step at a time.
For each step, you can add one or more approvers, as well as determining if "All" or "Any" need to approve before the next step begins.
In addition, the initiator can add an optional comment to the approvers, very helpful if there's urgency for a specific bill.
You can then initiate approval for a single approval at the bottom of the Approval side-drawer.
Cancelled/Rejected Approvals
For any Approval Process that has been cancelled or rejected, navigate to the Approval side-drawer and set a new approval process. Make sure to read any notes from a rejecting approver though!
Initiating Approvals
Before you can initiate approval, there must be an Approval Process Specified.
If there is, you can begin the Approval in two ways.
Singly, via the "Start Approval" button in the Approval Drawer
Select any number of invoices via the checkbox, and then click "Start Approval" under the Approval action button.
If an Approval Flow you initiated or approved a previous step on was rejected, you'll receive an email notification with the invoice summary and the rejection comment if present.