Sebastian de GoeijShort answer
With approval before booking, the client or a budget holder approves an invoice first and it is booked afterwards. With approval after booking, it is booked first and the approver then reviews the booking, including GL account, VAT code, cost centre and cost unit. In Autoboeker you set steps in a fixed order per administration, with one or all approvers per step, and rules that decide what may pass automatically.
Key takeaways
- Before booking: approve, then book. After booking: book, then review.
- Steps run in a fixed order, e.g. budget holder, finance, management.
- Per step choose one approver or all approvers.
- Rules on booking type, supplier and amount decide what passes automatically.
- Every approval and rejection is in the audit log.
Before or after booking?
Choose per administration.
| Before booking | After booking | |
|---|---|---|
| Order | Approve, then book | Book, then review |
| Approver sees | Document, amount, supplier, date | Also GL account, VAT code, cost centre, cost unit and project |
| Suited for | Clients who decide upfront | Clients who want speed and review afterwards |
How do you set up approval steps?
Build the flow from steps and rules.
- 1Choose before or after processing per administration.
- 2Order the steps, e.g. department manager, finance, management.
- 3Decide per step whether one or all approvers are needed.
- 4Add rules for what passes automatically, such as purchases up to €100.
- 5Add rules for what always needs a step, such as large amounts via management.
FAQ
Questions about this topic.
Yes, with one or all approvers required per step.
Exact Online, Twinfield, SnelStart and e-Boekhouden.
How Autoboeker solves it
