Settings

Organization

Organization Details

General Configuration

General Fields Metadata Reports Budgets Aging Reports

Accounting

Chart of Accounts Cash Reconciliation Accounts Receivable Invoices Collections Accounts Payable Close Management Intercompany Country Tax Codes

Integrations & API

Integrations Banks API Access OAuth Clients Connected Apps Webhooks External References Lumen Connect Data Migration Agent

Controls & Compliance

Members & Roles Approval Workflows Audit Log

Settings

Approval Workflows

Create approval workflows by entity type. They will trigger in order.

Active 2 Inactive 0

Journal Entries

1.
Journal Entries, where Amount GREATER THAN $25,000.00
1. Approver
Controller

Contracts

No active workflows for Contracts

Invoices

No active workflows for Invoices

Bills

1.
Bills, where Amount GREATER THAN 10,000.00 (any currency)
1. Approver
Controller

Saved now; bills start routing for approval when the Bills screens submit for review.