Bulk approval means approving many bills at once instead of opening each one. It saves time on routine bills. What is segregation of duties?
The Sage 300 CRE way
Where to find it: Accounts Payable > Tasks > Approve Invoices
- Open Approve Invoices and choose the selection order.
- Tick Automatically Approve Invoices to approve everything shown, or click Start and approve invoices one by one.
Limits in Sage 300 CRE
- No documented way to approve a chosen group of invoices in one step. It is all or one at a time.
- Invoices must be posted before they can be approved.
The Pulsify way
- Open the Invoices queue in Pulsify. Filter to bills waiting on you.
- Open anything flagged and fix or reject it.
- Tick the clean bills and use bulk approve.
- Pulsify creates each bill in Sage 300 CRE with the file attached.
Pulsify connects to Sage 300 CRE. We set up the connection for you.
What Pulsify does not do here
- Bulk approve is per bill. If one bill fails, the others still go through.
- A bill with a warning may need to be approved from its own page.
Common mistakes
- Ticking Automatically Approve Invoices without checking what is on the list.
- Looking for an unposted invoice in Approve Invoices.
More help
- How to stop paying a vendor invoice twice in Sage 300 CRE
- How to set up invoice approval in Sage 300 CRE
- How to route invoice records by amount, vendor or job in Sage 300 CRE
- All Sage 300 CRE how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: partial.
Common questions
Can I approve a chosen group of invoices?
No documented way was found. A Sage article seen in search describes approving everything shown or going one invoice at a time with Start.
How do I approve everything on the screen?
Open Approve Invoices, choose the selection order and tick Automatically Approve Invoices. That approves everything shown, so check the list first.
Why is an invoice missing from Approve Invoices?
Invoices must be posted before they can be approved. Post the pending invoices first.
Does Pulsify let me bulk approve?
Yes. Pulsify supports bulk approve, bulk reject and bulk archive.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Sage 300 CRE.