Routing bills means sending each bill to a different approver depending on its amount, supplier or job. What is approval matrix?
Before you start
- Voucher Authorization on
The CloudSuite Industrial way
Where to find it: Purchasing Parameters; Voucher Authorization utility
- Voucher Authorizer defaults from the PO Buyer for vouchers created from Purchasing
- 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
Words CloudSuite Industrial uses
- Voucher. The record of a vendor invoice you owe. It is created in A/P Vouchers and Adjustments or generated from a PO receipt.
The Pulsify way
- Open Approvals in Pulsify and add a step.
- Add rows to the step. Each row can match a supplier, an amount range, an account or a tracking category.
- Choose who approves each row: a person, a role or a team.
- Add a second step for large amounts, or a review step for coding checks.
- Set an auto-approve rule for trusted, small bills.
- 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.
More help
- How to route vendor invoice records by amount, vendor or project in Dynamics 365 Finance
- How to route AP invoice records by amount, supplier or job in Kinetic
- How to route supplier invoice records by amount, supplier or project in IFS Cloud
- How to job cost voucher records in CloudSuite Industrial
- How to set up voucher approval in CloudSuite Industrial
- How to approve voucher records in bulk in CloudSuite Industrial
- All CloudSuite Industrial how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: confirmed.
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.
Pulsify setup guides
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