Save time by automatically skipping the invoice budget approval stage for invoices linked to already approved Purchase Orders (POs). With this feature enabled, invoices are automatically sent to the "Review" stage upon reception, streamlining your approval process while keeping you in control.
How It Works
When this feature is enabled:
Invoices linked to approved Purchase Orders skip the approval stage.
Invoices are sent directly to the "Review" stage for confirmation and payment.
You retain full control over invoice confirmation and payment steps, ensuring compliance and accuracy.
How to Enable the Feature
Admins and Account owners can easily enable the feature from the Settings menu:
Navigate to Purchase Orders in your Spendesk account.
Click on Settings in the top-right corner.
Enable the option: Skip budget owner approval for linked invoices.
Additional Information
This feature only applies to invoices that are linked to approved Purchase Orders.
The confirmation and payment steps for invoices remain unchanged to ensure oversight.
The "Settings" button will be visible to admins of companies with at least one active Purchase Order.
If you’ve approved a purchase order for a vendor, and they send an invoice, with this feature enabled, the submitted invoice skips the additional approval step and is sent straight to the "Invoices > Review" stage.
Note: In order to link a purchase order to an invoice, suppliers need to perfectly match.