What can existing customers expect from Routables' powerful new approval capabilities?

We are excited to announce the release of our new and improved invoice and bill pay approvals!
Beginning on May 1, 2023 any existing customers can opt in and turn on the ability to customize their approval workflows with even more flexibility to meet their compliance requirements.

Our new approval builder empowers your finance team to easily configure your approval workflows based on multiple conditions with advanced controls for any scenario.

Create rules that fit your workflows, not the other way around.

1. Use preset approval rule conditions or sync conditions from your accounting software such as bill amount, GL account, vendor, location, department, creator.

2. Self-serve approval rules allow you to easily configure approval conditions and the order of approvers based on your needs

Don’t let approvals slow down your AP processes.

1. Automatically route invoices and bill payments to the appropriate approvers based on your defined conditions

2. Approve bill payments one at a time or bulk approve multiple payments at once

3. Instantly resolve stuck or urgent invoices with approval bypass for account administrators

Unmatched visibility into your invoice lifecycle.

1. 1. Improve stakeholder visibility by easily adding approvers during bill creation for handling unique scenarios.

   2. Clearly see which conditions or bill details trigger each approval required

   3. Full audit log of pending and completed approvals

How access these new capabilities?

We are please to announce that all our existing customers can enable our latest approval functionality no additional fee at this time, irrespective of the plan or contract.

Whether you are using our existing approval functionality or have never used approvals in the past, you can opt-in to these new capabilities by reaching out to our support team.

We are happy to give you demo of the new functionality and assist you to get set up.

Please reach our to support@routable.com to enable EAR on your workspace.

What to expect once Approvals are enabled?

First time using Approvals in Routable

1. We will inform you when Approvals are enabled on your account

2. Once enabled, you will see “Payable Approvals” section in Settings

3. Admin users can set up approval rules

4. Rules will only be applied to newly created payables.

5. New rules will also be applied if you edit any existing payments (you can control how edits impact approvals in settings)

6. You will be able to add an approver manually on any new payable (you can turn of that setting if not needed)

Currently using approvals in Routable

1. We will inform you when Approvals will be enabled.

2. When enabled, you will see “Payable Approvals” section in Settings

3. Your existing rules/policies will be visible in “Approval rules”

4. Admin users can create new approval rules or edit your existing rules. Please read below things to keep in mind prior to migrating your Approval rules.

Other details to be aware of when migrating to our new approval system:

1. We recommend not having any payables in “needing approval” status, because approvals will be reset on any payables in “pending approval” state at the time of migration.

   • So please let your approvers know in advance that they may see approval requests for some payables they have approved recently/previously.

2. All other payables will not be impacted.

3. New rules or edits to rules will only be applied to newly created payables.

4. Your new set of rules will also be applied if you edit any existing payments (you can control how edits impact approvals in settings).
   You now get the option to add an approver manually on any new payable (you can turn of that setting if not needed).

5. Admins will also get the option to bypass approvals on any payable that are in the “needs approval” state. Bypassing a payable will skip all (unapproved) approval levels and you will be able to view the user who bypassed as well as the users who were bypassed on the bill for audit purposes

If you have any questions about the feature or functionality, please don't hesitate to contact support at support@routable.com
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