How to set the sequence of Approval Channels

Approval Channels are used in all modules of Quadient AP. They allow you to create flexible approval workflows tailored to your specific needs. If you have any questions about your Approval Channels or want to discuss your approval workflows, please reach out to your Customer Success Manager.

What are Approval Channel sequences?

Sequences allow you to customize your approval workflow when using Stop Channels. When a transaction hits a Stop Channel, it will not go through any other channels below it in the sequence.  In certain situations, you may need a transaction to hit a specific Approval Channel before the Stop Channel. This can be achieved using sequences. 

How to set Approval Channel sequences

In Settings, select the Module from the bar on the top. Select Approval Channels on the left. Select either all Legal Entities (Global Rules) or one specific Legal Entity from the dropdown menu. Select Edit Sequence on the right to open the sequence menu.

In the sequence menu, drag and drop the Approval Channels into your required sequence flow. If the Approval Channel is not on the right side menu, use the arrow keys to bring it over from the left side. Click Save to save the changes. 

In the example below, invoices from under $100 for the Sage 100 will hit the first and second Approval Channels in the sequence.