Team leader, CFO and CEO Approval based on invoice amounts

In this use case, a business has different approvers based on the invoice amount.

For example, the team leaders (for example the finance department team leader) will approve all the invoices within their own team.

But in addition to this,

  • for invoices that are over $1000 the CFO will also approve them, and
  • for invoices that are over $5000, the CEO will approve them.

How to set up team leader approval

  1. Go to your EzzyBills settings and click the “Approval & Expenses” tab at the top.
  2. In the “List of Users/Approvers” table you can set up approvers for each team (see below for example screenshot)
    • The “Approver Email” is the team leader’s email address.
    • Ensure you click “save changes” just under the table. Once saved, EzzyBills will generate a unique “Upload Email” for each team.

Please note that in the table above, only one approver per team is listed. If more than one person is required to approve, such as the CEO needs to approve if the amount is over $5000, you can “Enable Approval Workflow” in the Settings to add additional levels of approval. This is explained further below.

Set up two-level approval workflows for CFO and CEO

  1. Go to your EzzyBills settings and click the “Approval & Expenses” tab at the top.
  2. Tick the “Enable Approval Workflow”.
  3. You will have the option to choose one-level or two-level (2-people) approval process. For two-level-approval, the 2nd approval happens after the 1st-level approval is finished.
  4. Provide the default approver emails for level 1 and level 2 (an example screenshot is provided below- the CFO being the 1st-level approver and the CEO being the 2nd-level approver).

2) Create approval rules based on invoice amounts

  1. Click on “Workflow” on the left menu on your EzzyBill’s account
  2. Click the “Submit Approval 1″. Approver 1 in this case is the CFO.

 3. scroll down to the “Approval Rules“. Tick the top rule, click the blue text to enter “1000” as invoice amount.  For this case if the invoice amount is greater than $1000, an approval email will be sent to the CFO. Then click “save settings“, under the approval rules. (see below for screenshot)

  4. Now click the “Submit Approval 2″ workflow task. Approver 2 in this case is the CEO.

  5. scroll down to the “Approval Rules“. Tick the top rule, click the blue text to enter “5000” as invoice amount.  For this case if the invoice amount is greater than $5000, an approval email will be sent to the CEO. Then click “save settings“, under the approval rules. (see below for screenshot)