Line Level Approval

EzzyBills allows you to configure custom approval workflows that route invoices based on specific line-item criteria such as Supplier, Account Code, and Tracking. This guide walks you through the process of setting up Line-Item Approvals using a custom workflow and a CSV file containing approvers.

Overview: What You Need

To implement line-item approvals, you will need:

1. Custom Workflows (set up in EzzyBills).
2. A CSV File listing approvers and the criteria that trigger their involvement.

Step 1: Prepare the Approver List (CSV)

Create a CSV file with the following exact column headers:

• approver
• supplier
• account_code
• tracking

Each row should contain one approval rule. Here’s an example:

approver	supplier	account_code	tracking
liz	Graham McKelvey	407	Project HO
liz	Civil Contract Services	407	Project HO
tracie	Ake Accounting	412	Project HO

More to come