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Approval Flow

Summary

Demonstrates the setup and workflow of an approval policy in Being Human, where invoices are reviewed and approved by different user roles based on predefined thresholds.
Key moments:

  • The video demonstrates how to set up approval policies in Being Human, including adding users, creating policies with different approval levels based on invoice amounts, and how to review and approving invoices as different user roles.
  • Adding users is the initial step in setting up approval policies, with three predefined user roles: AP person, manager, and C Level.
  • Creating approval policies involves setting approval levels based on invoice amounts, and specifying the required approvals for each level.
  • Reviewing and approving invoices involves verifying information extracted from uploaded documents, assigning approvals based on predefined rules, and tracking the approval process.