Skip to main content

Override one invoice approval route

A routing override changes review or approval assignments for one invoice while leaving company approval policies unchanged.

Who can do this​

You need company:invoice:override_validation_routing to change current reviewers and company:invoice:override_approval_routing to customize the later approval route.

Before you start​

Open the invoice and confirm which part of the route needs to change. If the same change should apply to future invoices, edit the approval policy instead.

Open the route control​

  1. Open the invoice from Invoices.
  2. Select the compact approval route control directly under the invoice title.

The control text reflects the current work, such as Pending review from followed by a person or group. The popover opens with the full Approval route.

Change the current reviewers​

  1. Select Change reviewers at the top of the Approval route popover.
  2. Choose the people or groups for the review step.
  3. Enter a Reason for changing reviewers.
  4. Select Update reviewers.

The new reviewers are notified when their step begins. Company policies stay unchanged.

Customize the approval route​

  1. Select Customize route at the top of the Approval route popover.
  2. Choose the people or groups for the first approval step.
  3. Choose Any one can approve or Everyone must approve when the step has more than one approver.
  4. Select Add approval step for each later step you need.
  5. Enter a Reason for this custom route.
  6. Select Save custom route.

Saving the custom route only stages it. The popover shows Not applied yet and names who will receive the invoice after submission.

  1. Select Submit for Approval in the invoice action bar to apply the staged route.
  2. If a confirmation dialog opens, complete the company-configured checklist.
  3. If the dialog opened, select Submit for Approval in the dialog.

Before submission, select Edit route to change the staged route or Use policy route to discard it.

What you should see​

The route popover shows the custom steps, approvers, completion rule, and reason. A staged approval route carries a Custom route indicator and Not applied yet until you submit the invoice.

If something goes wrong​

  • If the route actions do not appear, check your routing permissions and confirm that the invoice is still in a phase where its route can change.
  • If Save custom route is unavailable, add at least one approver to every step and enter a reason.
  • If the invoice follows the policy route, confirm that you submitted it after the Not applied yet message appeared.

We use cookies to understand how visitors use our site.