Moveware can be configured to require approval of Purchase Invoices before they are posted to the General Ledger. This is generally used by companies who:

A) All Purchase Invoices are received by the Accounting department. Accounting creates the Purchase Invoice in Moveware, and assigns to a Move Manager for approval. If Purchase Invoices are sent by Suppliers to the Move Manager directly, and the Move Manager enters the Purchase details into Moveware, using Purchase Approval is not needed, as the user has already ‘approved’ a purchase when they enter it.

B) Prefer to have a department head/manager review purchase invoices.

The Purchase Approval Process works as follows:

1. A Purchase Invoice is received by Accounting from a Supplier/Agent and is inputted into Moveware on the Purchases screen.
2. The Accountant assigns the Approver(s) for this Invoice using the Approver field on the Purchase Invoice.
3. Each Approver reviews the Purchase Approval screen on a regular basis to see Purchase Invoices awaiting their approval. Using that screen, they can review the Purchase details, and approve each Purchase using the Post button.
4. Additional Approvers can be set up if multiple people should be approving each Purchase Invoice. A “Final Approver” (a manager) can be set to approve purchases after the initial approval is completed.
5. Once the Purchase Invoice is fully approved, its status is set to A. Accounting can then post the Purchase Invoice to the General Ledger.

Please review the following pages for details on each step.

• Purchase Approval Setup
• Assign a Purchase Invoice for Approval
• Approve a Purchase Invoice
• Change the Purchase Approver for Several Purchases in Batch

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