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Approval Queues

Last Updated June 5th, 2018 by Christine McCarty

Approval Queues will allow you to set up an approval chain for invoices and proposals.


Here's how to set up a new approval queue:

  1. Navigate to Approval Queues in the Financial Settings area of Settings.
  2. Click the Add a new level button for either an invoice or proposal.
  3. Enter a minimum and maximum DNE Approval amount.
  4. Click Add.

Modifying Existing Queues

How to modify a queue:

  1. Navigate to Approval Queues in the Financial Settings area of Settings.
  2. Click the button to the right of the tier you wish to update.
  3. Modify the minimum and maximum DNE amounts and click Save Changes.

Tip: Leave the minimum or maximum blank to indicate that it is unlimited. To allow users to approve credit proposals or invoices, put a negative amount in the minimum. Example: Min = -$1,000. Max = $1,000.

You cannot approve proposals or invoices above your Role's DNE Approval Range even if you are placed in that approval queue.

When a user is approving an invoice or proposal and doesn't have a high enough approval range the invoice or proposal will go into a Pre-Approved status and await to be approved by someone with the appropriate approval range. Users in the next tier will be notified when there is an invoice or proposal awaiting approval. The approval chain will continue until a user with high enough approval ranges is able to fully approve the invoice or proposal.


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