The Approval Process

The approval process consists of a short cycle of steps to get review and approval of invoices and their associated documents.

Typical Approval Process

1.On receiving an invoice and adding it to your SharePoint archive an approval is requested on it.

2.Zetadocs emails the approver with summary information and a link to the request.

3.The Approver reviews the invoice details, related documents and comments then decides whether to approve or reject it. Should they delay beyond the due date they will receive a reminder email.

4.If approved the invoice is marked as Approved an email notification is sent back to the requester.

5.If rejected the invoice is marked as Rejected an email notification is sent back to the requester. The person who raised the request can then source more information, documentation etc before sending the approval back for approval again to complete it.