Setting Up an Automatic Approval Flow
This option is suitable for companies where the approval process is consistent for each invoice and is determined per vendor, eliminating the need to adjust the approvers for each document uploaded to the system.
Defining Approvers in Advance
For each company in Dokka, you must first define which users are authorized to act as approvers.
To do so, navigate to:
Grey user icon in the top-right corner > Settings > Approvals > "Approvers List"
⚠ Note: You can only add existing users to the approver list. If the user hasn’t been created yet, follow this guide to create them first.
Setting Up an Automatic Approval Flow
To configure this option, navigate to the company settings:
Company Settings > Approvals > "Vendor-based Approvals"
In this screen, you'll see a list of vendors as pulled from your organization's accounting system. For each vendor, you can set a different approval flow using one of the following options:
Selecting each approver individually
Choosing a basic approver group – click here for more information
Choosing an advanced approver group – click here for more information
Additional Actions Available in This Screen
Activate Approval Flow:
Clicking the checkbox will automatically activate the approval flow for the selected vendor when a document is uploaded to Dokka, without further user intervention.
Allow Document Creator to Edit Approval Flow:
Checking this box allows the document creator (the user who uploaded the document) to make changes to the approval process after it's been activated
Notify Document Creator of Rejection:
Enabling this option will send an email notification to the document creator if the document is rejected within the company.
Additional Users with Approval Flow Editing Permissions:
You can add other users who will have the ability to modify the approval flow, in addition to the user who uploaded the document.
⚠ Note: To apply a setting to multiple rows, select the desired vendors. Any action performed will automatically apply to all selected rows.
⚠. Important: Any changes to the settings will apply only to documents uploaded after the change is made.