Accounts Payable Approval Settings
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Compliance Policy

Compliance policies offer a broader range of rules than just approvals and payments. They are similar to approval rules but have more power to control how approvals work.

The first policy to be introduced is the 'Approval Restriction for Uploader.' This policy prevents the uploader from approving any invoices. It applies universally to all vendor-specific invoices, invoices of certain amounts, or a combination of these factors. Alternatively, it can permit the uploader to approve certain invoices based on specific vendor and amount conditions.


Follow the instructions to access the compliance policy:

  1. Go to the "Expense Management" module, and from the Account Payable feature, click "Settings".

  2. This will take you to the settings page. Click on "Compliance Policy" to see the details.

    If the plan selected by you is lower than the "advanced plan," then you will only see a "click to activate" option.Screenshot 1946-03-17 at 6.00.15 PM

  3. If you choose to activate the advanced plan, you must click "Click to Activate." This action will open a new popup screen where you can upgrade to the advanced plan, as shown in the image. With this enhanced feature, you can gain more control over invoice approval workflows, payments, and vendor management. To finalize the upgrade, click on "Upgrade to Activate." Screenshot 1946-03-17 at 6.00.23 PM

  4. Selecting 'Upgrade to Activate' directs you to the billing page in settings. There, you can choose the desired plan and proceed. You can click 'Contact Sales' to connect with the Docyt team for further assistance.Screenshot 1946-03-17 at 6.12.24 PM

This will take you to a new page  where you can enter the details and connect with the Docyt Team.

Screenshot 1946-03-17 at 6.34.53 PM

5. If you have an advanced plan, the compliance page will have “Can approve all invoices (Excluding matches from advanced rules)Screenshot 1946-03-17 at 6.27.30 PM


Note- If you do not have access to the accounts payable settings page, you won't be able to see the ‘compliance policies' page.