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AP - Invoice approval default for certain GL accounts being used

I like the feature that allows me to default any invoices over a certain dollar amount so that they route to me for 1st approval and then I can re-route them to the person who purchased the item (who should ultimately approve the item).  It would be great to be able to have invoices default for approval if they are posted to certain GL accounts as well.  That way, if someone posts an invoice to say an asset account, I'll know and be able to document the purchase on our depreciation schedule and I also keep a folder with all of our charitable donation "invoices", but if someone else posts a donation, I often don't know about it (if they forgot to give me a copy) unless I run a trial balance for that account and then track down the invoices.  Anyway, if there were a way to have invoices in invoice approval automatically route to certain people when certain GL accounts were hit, I think that this would be beneficial.

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• Apr 23 2018
• Already exists

Accounting

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  Geoffrey Falk commented

  May 23, 2018 22:59

  I would use the 'Automate G/L Defaults' feature that is in AP Install.  You can set users up so that they can only select from a group of G/L codes...

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