How can I change the authorization flow of an invoice?
Note: this action is only possible for a user with the Finance role.
If an invoice is assigned the wrong person for approval, a user with a finance role can manually select a different authorization flow.
- Make sure you are logged in in the Klippa Web App
- In the left menu, navigate to Manage invoices
- Open the invoice of which you want to change the authorization flow. Apply a new authorization flow by manually selecting one of the existing flows in the list next to 'authorization flow'.
- For invoices where a different authorization flow is required, it is also possible to apply a custom flow. Then click on the option "Custom" in the list next to "Authorization flow".
- Choose one or more approvers and, if desired, choose:
- Fixed approval order: the invoice will go to the approvers in the order in which the approvers are displayed in the screen.
- Number of approvers needed: for example 2 out of 3 approvals needed from the 3 approvers
- Lastly, click on Apply and save authorization flow to apply the modified workflow.
Updated on: 13/03/2024
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