# How to route voucher records by amount, vendor or project in CloudSuite Industrial

In CloudSuite Industrial, set voucher authorization rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real voucher.

Routing bills means sending each bill to a different approver depending on its amount, supplier or job.

## Before you start

- Voucher Authorization on

## The CloudSuite Industrial way

Where to find it: Purchasing Parameters; Voucher Authorization utility

1. Voucher Authorizer defaults from the PO Buyer for vouchers created from Purchasing
2. Run the Voucher Authorization utility for a range of authorizers or vendors

## Limits in CloudSuite Industrial

- No routing by invoice amount or approver chain is described in the Financials guide
- Manually keyed vouchers always start as Failed

## 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 CloudSuite Industrial. 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

- Expecting routing by amount. The guide describes none.
- Keying a voucher manually and expecting an authorizer. Manually keyed vouchers always start as Failed.

## Common questions

### Can I route vouchers by invoice amount?

No routing by invoice amount or approver chain is described in the Financials guide.

### Who is the authorizer by default?

The Voucher Authorizer defaults from the PO Buyer for vouchers created from Purchasing.

### Can I authorize a range of authorizers or vendors?

Yes. Run the Voucher Authorization utility for a range of authorizers or vendors.

## Sources

- https://docs.infor.com/csi/9.00.x/en-us/useradminlist/csi_Financials_User_Guide_42982.pdf
- https://docs.infor.com/csi/9.01.x/en-us/useradminlist/csbi_9.01.x_financials_user_op_sl_en-us_50331.pdf

Source: https://www.pulsify.tech/how-to/route-bills-by-amount-supplier-or-job-in-infor-cloudsuite-industrial/ (last checked 2026-10-19)