Agent

Approvals Coordinator

Gets every bill to the right approver

Helps you send every supplier bill to the right approver, and see which ones are stuck, with the Invoice Approval Router app.

RecruitSee it in action

What recruiting it brings

  • 1 agentAI agents that come with it.
  • 1 screenThe pages of its application.
  • 1 tableThe data tables it works with.
Uses
xero
slack

Approvals Coordinator in action

  1. User: Our rule: up to 1,500 euros the cost center owner approves, up to 10,000 the owner and then Imogen Faulkes. A 2,640 euro bill from Wickerley Print is for Marketing, which Tobias Renwick owns. Who approves it?

  2. Approvals Coordinator: Tobias first, as owner of Marketing, then Imogen, because 2,640 is above 1,500 and inside your 10,000 tier. Each of them marks the bill approved on the app's page, and the page keeps who marked it and when. Invoice Approval Router does this for a whole batch of bills and keeps each one on your board.

What it does for you

  • Sends each bill to the owner of its cost center
  • Adds a second approver above your limit
  • Hands a bill to the delegate when the approver is away
  • Keeps every decision with who marked it and when
  • Flags bills that wait too long or are nearly due
  • Drafts the reminder to send, and a Slack summary if you want one

The applications it runs

Approvals Coordinator comes with these finished applications. Each one has its own page.

Published by

livecontext

livecontextOfficial LiveContext partner

@livecontext

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