Bill approval means a bill is checked and signed off by the right person before it is paid. A setup says who approves what. What is segregation of duties?
Before you start
- Epicor ECM AP Automation, custom Application Studio or BPM
The Kinetic way
Where to find it: Logged AP Invoice Entry (optional pending invoice) plus Invoice hold flag and BPM
- Optional: enter the bill in Logged Invoice Entry, a pending invoice that waits for management approval, then pull it into AP Invoice Entry
- Or split duties: one security group enters invoices on hold and another group posts them
- A BPM on the PrePostGroupInvoices method can block posting by the person who entered the group
- Another option is to send posted journals to Review Journal so a second person approves
- ECM AP Automation adds routing and approval with a CFO step above a threshold
Limits in Kinetic
- Kinetic has no core AP approval workflow.
- Logged Invoice Entry does not take line items the same way
Words Kinetic uses
- AP Invoice Entry. The screen where you enter and group supplier invoices before posting.
- Group. A batch of invoices posted together. Standard invoices cannot share a group with GRNI clearing invoices.
- BPM. Business process management. Custom rules that run on events such as saving an invoice.
The Pulsify way
- Connect Kinetic to Pulsify. We set up the connection for you where needed.
- Open Approvals. Every company starts with a default rule: any Admin or Approver can approve.
- Add steps for amounts, suppliers or accounts. Choose a person, a role or a team as approver at each step.
- Add a review step if someone should check coding before approval.
- Use Try an invoice to test the rule on a real bill.
- Add auto-approve rules for small or trusted bills if you want.
Pulsify connects to Kinetic. We set up the connection for you.
What Pulsify does not do here
- Pulsify does not reassign an approval to someone else.
- Pulsify does not send approval reminders.
Common mistakes
- Expecting built-in approval routing without ECM, Application Studio or a BPM.
- Letting the same person enter and post a group.
More help
- How to set up vendor invoice approval in Dynamics 365 Finance
- How to set up supplier invoice approval in IFS Cloud
- How to set up voucher approval in CloudSuite Industrial
- How to keep an audit trail for AP invoice records in Kinetic
- How to approve AP invoice records in bulk in Kinetic
- How to route AP invoice records by amount, supplier or job in Kinetic
- All Kinetic how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: partial.
- www.epiusers.help/t/ap-approval-workflows/119383
- www.epicor.com/en-us/products/enterprise-content-management/ecm/ap-automation/
- www.epiusers.help/t/70625
- www.epiusers.help/t/58293
- www.epiusers.help/t/93218
- www.biscit.com/wp-content/uploads/2021/11/MFG-Epicor-ECM-Kinetic-AP-Automation-FS-ENS.pdf
Also confirmed by
Common questions
Does Kinetic have an AP approval workflow?
Kinetic has no core AP approval workflow. Approval routing comes from Epicor ECM AP Automation, Application Studio or a BPM.
What is Logged Invoice Entry?
Logged Invoice Entry holds a pending invoice that waits for management approval, then it is pulled into AP Invoice Entry.
How can I separate entering from posting?
One security group enters invoices on hold and another posts them. A BPM on PrePostGroupInvoices can block posting by the person who entered the group.
Does Pulsify support multi-step approvals?
Yes. You can set steps by amount, supplier or account. Approvers can be people, roles or teams. A review step is available.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Kinetic.