Approval Flow

A guide on creating an approvals policy in Beiing Human is provided. It covers user roles, policy creation based on total, vendor, or job ID, and how to upload invoices. The process includes assigning approvers, reviewing invoices, and final approvals by the CFO, ensuring proper document handling and processing.

        Key moments:

• Creating an approvals policy in Beiing Human involves multiple registered users and their roles. It allows for customized approval levels based on total amounts, vendors, or job IDs.
• The video demonstrates the process of uploading invoices and applying approval policies. It emphasizes the importance of reviewing and verifying information before final approvals are granted.
• The approval process in the system allows users to review and modify invoices before final approval. Once approved by the CFO, documents proceed to further processing seamlessly.