Approval Configuration
Overview
Section titled “Overview”The Approval Configuration feature in Tapr Settings controls how invoices are routed for approval before posting to your ERP system. These baseline settings work alongside Approval Rules to determine invoice routing based on vendor, amount, or PO status.
Key Configuration Settings
Section titled “Key Configuration Settings”Require Approval
Section titled “Require Approval”- Default: Yes
- Function: When enabled, invoices must pass through an approval workflow after extraction. When disabled, invoices bypass approval and post directly to ERP.
Auto-Approve Below Amount
Section titled “Auto-Approve Below Amount”- Default: 0 (disabled)
- Function: Automatically approves invoices below a specified amount threshold, streamlining processing for low-value transactions.
Default Approver
Section titled “Default Approver”- Function: Serves as the fallback recipient when no Approval Rule matches an invoice or no specific approver is designated.
Escalation Hours
Section titled “Escalation Hours”- Default: 24 hours
- Function: Triggers escalation notifications and flags invoices as overdue if approvers haven’t acted within the configured timeframe.
Approval Workflow Process
Section titled “Approval Workflow Process”Invoices follow this sequence: evaluate approval requirement → check auto-approval threshold → apply matching Approval Rules → route to default approver if necessary → await approval or rejection.
Best Practices
Section titled “Best Practices”Start conservatively with all approvals enabled and no auto-approval threshold, then adjust based on invoice volume, risk tolerance, and compliance needs. Document policies for audit purposes and monitor escalation patterns to identify bottlenecks or approver capacity issues.