The "Approver" security profile
Approvers within Nimbello are primarily tasked with reviewing and approving Non-PO (Purchase Order) invoices. Common examples of Non-PO invoices include utility bills and expense reports.
Since Non-PO invoices don't have associated purchase orders, they aren't routed to users through the Buyers table. Instead, Nimbello automates the process by directing these invoices to the appropriate approvers using Approval Groups.
There are two main types of Approval Groups in Nimbello: Ordered and Limited.
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Ordered Approval Groups: In this setup, invoices require approval from a series of individuals in a specific sequence. Each invoice assigned to this approval group must be reviewed and approved by every designated approver before it is exported to your ERP system.
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Limited Approval Groups: This type of group assigns approval based on the dollar amount of the invoice. As the amount increases, the number of required approvers expands.
Let's consider an example to illustrate how Limited Approval Groups work. Suppose we have three users:
- User A for invoices ranging from $0 to $50
- User B for invoices between $50 and $200
- User C for invoices over $200
If an invoice worth $73.45 is received, it will first be routed to User A for approval. Once approved by User A, it will then be forwarded to User B for final approval before being exported to the ERP system. Since the invoice falls within User B's approval range, User C won't need to review it.
To learn how to set up Approval Groups in Nimbello, please refer to the tutorial linked below.