HOW-TO

How to route AP invoice records by amount, supplier or job in Kinetic

Short answer

In Epicor Kinetic, ECM AP Automation checks the match first and sends invoices over an amount threshold to an approval step. Mismatches go to a worker to resolve. Ask Epicor or your partner about routing by supplier or job.

Last checked

Routing bills means sending each bill to a different approver depending on its amount, supplier or job. What is approval matrix?

Before you start

  • ECM or custom BPM

The Kinetic way

Where to find it: ECM / BPM

  1. In ECM AP Automation the workflow checks the match first
  2. If the amount is over an approval threshold it goes to a CFO approval step
  3. Mismatches go to a worker to resolve
  4. Ask Epicor or your partner about routing by supplier or job

Limits in Kinetic

  • ECM AP Automation sends invoices over an amount threshold to approval. Ask Epicor or your partner about routing by supplier or job

The Pulsify way

  1. Open Approvals in Pulsify and add a step.
  2. Add rows to the step. Each row can match a supplier, an amount range, an account or a tracking category.
  3. Choose who approves each row: a person, a role or a team.
  4. Add a second step for large amounts, or a review step for coding checks.
  5. Set an auto-approve rule for trusted, small bills.
  6. Use Try an invoice to see where a real bill would go.

Pulsify connects to Kinetic. We set up the connection for you.

What Pulsify does not do here

  • Pulsify does not reassign approvals and does not send reminders.

Common mistakes

  • Assuming ECM routes by supplier or job without checking with Epicor.
  • Designing thresholds without a plan for mismatches, which go to a worker to resolve.

More help

Sources

Last checked 2026-10-19. Confidence: partial.

Common questions

Can routing depend on the amount?

Yes in ECM AP Automation. It has an approval threshold step that sends larger invoices to a CFO approval.

Can I route by supplier or job?

Ask Epicor or your partner, or look at a custom BPM.

What happens on a mismatch?

The workflow checks the match first. Mismatches go to a worker to resolve.

Pulsify setup guides

Want this done for you?

Book a call to see how Pulsify handles supplier bills in Kinetic.

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