Settings for Single or Dual Invoice Approval

In Lentune, we have created flexibility on how you can set up your invoice approval requirements. This article will take you through the various options and how to configure them.

Full site setting

In the Administration > Settings area, in the Invoice Automation Module section, if you would like all invoices to require two levels of approval, select the option Payable Invoice Dual Approval required. If you would like all invoices to require only one level of approval, leave this field unticked.

If you would like to customize your settings to have a mix of single and dual approvals required across either your branches or projects, you must have the Payable invoice dual approval required setting ticked in the Administration settings. You can then customise your Branch or Project settings as described below.

Branch level

If you have multiple branches within your organisation, you might have examples where you’d like the invoices from one branch to require only one level of approval, but those for other branches to require two.

This can be done by going to each individual branch via Administration > Branches. Locate the Default Approver Details section, and tick the Invoice single approval only required option.

Once set, any incoming invoices that are coded to this branch will require only one level of approval.

You also have the option to set the default approver at his point, although this can also be set on a project basis if preferred.

Project Level

In a similar manner to the Branch settings, you can determine of one or two levels of approval are required for your invoices on a project basis, using the settings on the Details tab for a particular project.

On the bottom left in the Project Details section, tick Invoice single approval only required.

You can set your default approvers in the Budget section on this page.

Last updated: 22 February 2024