Invoice Approval

Invoice Approval

An incoming invoice is checked, approved by the budget owner or the CFO depending on the amount, and paid.

Use the process template as it is or adjust and extend it to your needs.

Accounts payable checks the invoice against the order. A gateway chooses the approver: the budget owner for normal invoices, the CFO for high ones. A second gateway reads the decision. An approved invoice is paid and reconciled. A rejected invoice goes back to the supplier.

The decision is the status of the approval work item: when it is resolved with the status Rejected, the process takes the rejection path. The workflow of the work type needs this status. Without it, the default path is taken.

The template treats an invoice as high when its process instance has the label high-value, so it runs in every Jira without custom fields. Adapt it: replace the label in the condition with your own field, for example an amount, and add a timer to the approval so that early-payment discounts are not lost.

Read more in The Approval Process, Steps and Examples.

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