Approval in Tubes is a fixed route with people you choose per project.
The route
- Controller: checks that the invoice is read correctly, linked to the right cost types and purchase orders, and that the issues from the approval rules are resolved.
- Project team: the required reviewers on the project approve, level by level. A producer may be level 1 and the executive producer level 2; level 2 only sees it after level 1 approved.
- Finance: the final approval, after which the transaction is ready for export to Excel or the accounting system.
The account setting May skip the review lets a transaction go straight to the project team when there is nothing for the controller to check.
Set the approvers per project
Open the project and go to Project team. Assign the people and their level. A project without operational approvers stops transactions in their tracks: Tubes flags it ("no operational approvers configured, transaction is stuck waiting") and notifies the person who noticed.
Where approvers work
- Approvals in the sidebar shows what is waiting for you, with a badge for the count. See Approve or reject a transaction.
- Finance works in the Approval tab of the Finance hub, where validated invoices can be approved in bulk. See Bulk approval and export.
Rules before people
Before anyone approves, the payment approval rules have already checked the transaction for a missing PO, an overdrawn PO, a duplicate, a missing cost type, an unusual VAT rate, a high amount or an old invoice date. A blocking issue must be resolved first. See Payment approval rules.
Budgets have their own approval
Approving a budget is separate from approving costs: see Budget approval and signers.