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Occasional Member - Level 1

Purchase Order Invoice Auto Approval

Does anyone know how to set PO invoices to auto approve once they are matched to a PO and Receipt? Currently, our AP team reviews an invoice confirms the PO and Receipt match and submits the invoice. Now the invoice is in Accounting Review, and they must approve the invoice to get in to the Pending Payment status. I'm trying to skip the Accounting Review portion of this step as it is essential a second touch on an invoice by the same person. Any ideas on shortening this process are welcome.


Community Manager
Community Manager

@alysonpearce you would need to speak with your assigned Concur Customer Success Partner to see if you can get Custom Workflow turned on for your site and create a skip step in the workflow. Until that happens, you will need to keep doing what you are doing. 

Thank you,
Kevin Dorsey
SAP Concur Community Manager
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