How Do I Set Approval Workflows for Purchases

1. Create the bill as a Draft so it can be reviewed before anything is finalized.
2. Have the appropriate team member review the Supplier, line items, and totals.
3. Once reviewed, that person clicks "Save and Approve" to finalize the bill.
4. Control who can perform this step using your account's user roles and permissions, set up under Settings.

If you need a formal multi-person sign-off process, manage it outside Sumung (e.g. via your own review checklist) before someone with bill-editing access approves it in the system.

• How Do I Approve a Bill?
• How Do I Finalize a Bill for Internal Approval?
• How Do I Save a Bill as a Draft?