Overview:
Signature authorities define multi-step workflows for invoice approvals based on monetary thresholds and delegation. 

Configure and Create Approval Flows
 

1. Go to Finances > Signature Authorities.
    

2. To edit an existing record, click in the Record to open the Edit Signature Authority Rule pop-up. 
3. To create an approval flow, click the Add button. 

4. Configure the fields in the Add Signature Authority Rule pop-up. Enter a Name for the flow. Example: “Insight Law Firm US” may define signature authorities for US matters for the specified law firm. 
5. Enter a Description for the flow.
6. Enter information for any remaining fields. InvoiceQuery: A query that can further select the invoices that this flow applies to. Remit To: The law firm that this flow applies to. Bill To: The division of your company that will pay invoices for this flow. Country: Select a country that this flow applies to. The remaining fields can be filled in as needed to describe the flow but do not yet have a function. 
7. Click the Add Step button to add reviewers with specific approval thresholds. 

8. Enter the reviewer Name, select the Who for the Reviewer, check the Required checkbox if the step is a required step, and enter any Approval Amount Max. When finished, click the Checkmark to add. 

9. Click the Add Step button to continue to add reviewers as needed.

10. Click the Add button once you are finished adding reviewers.

Click the Save button.