You can define the threshold for an Invoice run with the help of Auto Approve Invoices.

When you process an Invoice Run, you can define the Invoices that you want to Auto Approve, by the value of the Invoice Amount.

For example, as an administrator, if you want to automatically approve only selected invoices with an Invoice Amount less than or equal to $1000, you can do by specifying the threshold amount in the Auto Approve Threshold. Conga Billing automatically approves the processing of such Invoices based on the defined threshold.

Go to Invoice Runs page and create a New invoice. Under Processing Options, do the following to add a threshold value for the Invoice auto approval:

  1. Select the Auto Approve Invoices check box. The Auto Approve Threshold is now visible.
  2. From the Auto Approve Threshold picklist, select one of the following modifiers:
    • Less Than
    • Less Than or Equal To
    • Greater Than
    • Greater than or Equal To

     3. In the adjoining text box, define the amount (numerical value) of the threshold.

     4. Click Save.

Similarly, you can automatically approve all Credit Memos generated as part of Invoice Runs by selecting the Auto Approve Credit Memos checkbox.