Articles on: Approving invoices
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How to ask for approval from another colleague for an invoice in the mobile Klippa App?

Need input from a colleague when reviewing an invoice? In Klippa it is possible to ask a colleague for approval before you approve it yourself. In this article we explain how you can do this.

Note: This action is only possible for a user with the invoice approver role.

Note: You can only request approval from a colleague if the current authorization flow contains one person or has a fixed approval sequence.

Open the Klippa App on your smartphone or tablet and log in.

In the left menu, navigate to Invoices. Here you see the invoices that are ready for you to approve.

Choose an invoice and scroll down until you see the Ask opinion colleague before approving field. Choose a user here and then click on Send.

Tip: Enter a comment for your colleague from whom you will request approval.

In this example we are "Henk Zijlstra" and we have requested approval from "Steven Hogendijk". The invoice now disappears from our "To do" list and is now first at "Steven Hogendijk" for approval (see below). After Steven agrees, it's our turn to approve and the invoice appears again in our "To do" list.

Tip: Are you looking for how to request approval for an invoice in the Klippa Web App? Then read this article.

Tip: Are you looking for how to adjust the authorization flow of an invoice? Then read this article.

Updated on: 11/01/2023

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