Approval Workflows

Approve supplier invoices
before they post.

Set a rule once: invoices above a dollar threshold, or from specific suppliers, get routed to designated approvers before they can post to your GL. Approvers get notified in Fulfil and, optionally, in Slack.

See how it works

Control who signs off on supplier spend.

Build the rule from conditions you already track on the invoice, no separate approval software to configure or maintain.

01

Dollar-threshold rules

Require approval for supplier invoices above a set amount, so routine bills post automatically and larger ones get reviewed first.

02

Supplier-specific rules

Route invoices from specific suppliers, or a whole category of suppliers, to approval regardless of amount.

03

Designated approvers

Assign the people who should review matching invoices. Only one of them needs to approve for the invoice to post.

04

Slack notifications

Connect Slack and approvers get a message alongside the in-app notification, with the decision posted back automatically.

How an invoice moves through approval.

Once your automation rule is set up, matching invoices follow the same path every time.

01

Post is clicked

A user clicks Post on a supplier invoice that matches your rule (threshold or supplier).

02

Invoice waits for approval

The invoice moves to Waiting Approval instead of posting, and approvers are notified.

03

Approver reviews

The approver opens the invoice from Fulfil or Slack and reviews the details.

04

Approve or deny

Approved invoices post directly and journal entries are created. Denied invoices return to Draft for corrections.

FAQ

Common questions.

What happens if an invoice is denied?
The invoice returns to Draft state. You can make corrections and click Post again to resubmit it for approval.
Do all approvers need to approve an invoice?
No. Only one designated approver needs to approve for the invoice to post.
Do I need special permissions to approve invoices?
Approvers need the Financials / Invoices & Basic Accounting permission. Setting up the automation rule itself requires the Sales / Channels / Admin permission.
Does this work with Slack?
Yes, optionally. If you connect the Slack integration, approvers get a Slack message alongside the in-app notification, and can see the decision posted back to Slack once the invoice is approved or denied.

Related capabilities

Approvals run on the same invoices as your A/P.

Accounts payable

OCR capture, 3-way matching, and supplier bill-pay

Agentic ERP

Approvals your AI agents can watch.

Fulfil is an agentic ERP, so what is waiting on approval lives on data your agents can query. Ask Claude over MCP which invoices are stuck and with whom, or point an AI agent at the CLI to surface anything sitting past its threshold, in plain English.

AI Platform

How Fulfil uses AI across setup, search, and everyday operations

MCP

Connect Claude and ChatGPT to your live ERP data to view and edit records

CLI

Point Claude Code, Cursor, and other AI agents at your ERP

Micro Apps

Vibe-code custom dashboards and tools with no developers

Put invoice approvals
on autopilot.

Set the rule once. Fulfil routes matching supplier invoices to the right approver, before they post.

See how it works