Glean requires approval on all invoices before being paid. Admins can add or remove approvers to either vendors or specific invoices.
When managing approvers on the vendor level all changes are applied to new and new and unapproved invoices. See the steps below to make vendor level changes:
Select Vendor from the left navigation panel
Click into desired vendor
Move to Details tab
Select Edit Approvers (pencil icon)
Add or remove approvers (hint: you can add as many approvers as you want)
An email will be sent to new approver telling them an invoice needs their review
When managing approvers on the invoice level changes are applied ONLY to a specific invoice. See the steps below to edit from either the invoice or invoice dashboard view:
Select Invoice from the left navigation panel
Click into desired invoice
Select on the Approval Status
Click the gear icon to edit
Add or remove approvers (hint: you can add as many approvers as you want)
An email will be sent to new approver telling them an invoice needs their review
Invoice Table
Select Vendor from the left navigation panel
Find the invoice
Click on the Approval Status
Click the gear icon to edit
Add or remove approvers (hint: you can add as many approvers as you want)
An email will be sent to new approver telling them an invoice needs their re
If you need help approving or denying an invoice: See here