Send, Remove & Unlink Approvals in DPO

This article explains how to send an invoice for approval, remove an invoice from approval, and unlink a P.O. to re-edit locked fields like the supplier or unit price.

Send Invoice to Approval (Automated Flow)

If the invoice approval workflow has been configured in the Invoices administration settings, invoices are automatically submitted for approval once they are fully processed.

How it works:

Once the invoice is completed and validated, it is automatically forwarded to the approval chain (if configured).
If P.O.s are in use, linking an invoice to a P.O. will automatically send it into the approval workflow
No manual action is required if automation is set up

Need help setting up the Approval Workflow? Check out the detailed configuration guide

The account fields can be edited at any time, regardless of the approval status. This ensures that the invoice remains accurate and can be quickly adjusted to meet changing requirements. Click here to learn how to edit these fields.

How to Remove an Invoice from Approval

Open the invoice, Navigate to Invoices > [Select the Invoice]
Click ⋯ More Actions (top-right corner), select “Remove from Approval” → From here, the invoice can be re-sent into the workflow