2.1.3.3.2. Auto Approve Vendors

 

If you have vendors whose invoices can skip TimberScan's approval process, you can set the vendor up as an 'auto-approve vendor.' Invoices entered to an auto-approve vendor are automatically routed to Final Review or Export (depending on your selected Routing Settings) as soon as they leave invoice entry.

 

In admin, select Approve > Auto-Approve Vendors

 

 

The following screen will appear:

 

 

Auto-Approve Regular

 

Select the desired vendor by clicking on it then checking the Auto-Approve Regular checkbox in the lower left corner of the form.

 

 

(NOTE: Clicking on the checkbox to the left of the vendor ID has no effect.)

 

When selecting auto-approve vendors, a threshold can be entered so that if an invoice is entered that exceeds the threshold it will automatically be routed according to normal routing rules. If a threshold is desired for this vendor, it should be entered in the Threshold box. When done selecting vendors, press [Ok] to record the selections and exit.

 

 

Auto-Approve Recurring

 

The same can set up for vendors that are set up as recurring invoices. 

 

 

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