Digitize invoice review and approval with structured invoice records, supporting documents, approval routing, notifications, status tracking and finance handoff.
Discuss Your Invoice ProcessInvoice Capture
Approval Routing
Status Tracking
Finance Handoff
Overview
Supplier invoices often move between departments through email, printed documents and manual follow-ups. This can make it difficult to understand who needs to review an invoice and where it currently stands.
Invoice approval automation creates a structured workflow where invoice information and supporting documents can move through defined review and approval stages.
Capabilities
Capture supplier, invoice number, date, amount and relevant business information.
Keep invoice files and supporting documents connected to the workflow.
Route invoices to the appropriate department or responsible business user.
Apply different approval paths according to defined invoice value thresholds.
Move invoices through sequential approval stages where required.
Capture relevant comments and decisions during invoice review.
Track submitted, under review, pending approval, approved and rejected invoices.
Notify users when invoice actions or approvals require attention.
Maintain relevant workflow activity and approval decisions.
Move approved invoices into the appropriate next finance or payment stage.
Find invoice records using relevant supplier, reference and status information.
Structure invoice workflow information for operational reporting.
Business Problems
Supplier invoices may reach finance and business teams through email, paper or individual users.
Teams may spend time determining who is responsible for reviewing or approving an invoice.
Finance teams may repeatedly contact approvers to determine where an invoice currently stands.
Invoices and supporting documents may be stored separately from approval communication.
Higher-value invoices may require additional authorization that needs consistent routing.
Approved invoices may reach the next stage without all relevant workflow information together.
Invoice Journey
Register invoice and supporting information
Validate invoice and business context
Route through defined authority levels
Move approved invoice to finance
Invoice Data
Approval Routing
Send invoices to the relevant business owner or department.
Apply additional approval levels according to defined invoice values.
Move invoices through multiple decision-makers in a defined sequence.
Include finance review stages according to the organization's process.
Microsoft Automation
Depending on the solution requirements and licensing, invoice approval workflows can use Power Apps, Power Automate, SharePoint or Dataverse.
Process
Understand invoice intake, reviewers, approval levels and finance processes.
Define invoice fields, routing conditions, statuses and responsibilities.
Build forms, approval logic, notifications and required integrations.
Launch the workflow and adapt it as business requirements change.
Related Services
FAQ
It digitizes the process of registering, reviewing, approving and tracking invoices through defined business workflows.
Yes. Defined invoice value thresholds can be used to determine which approval levels are required.
Yes. Invoice files and supporting documents can be associated with the workflow using suitable storage architecture.
Yes. For suitable Microsoft environments, Power Automate can manage routing, approvals, notifications and related workflow actions.
Potentially, yes. Integration depends on the APIs, connectors and access methods available in the target system.
Tell us how invoices enter your business, who reviews them and which approvals are required.
Discuss Your Invoice Process
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