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
- IFS Supplier Invoice Workflow installed
- Authorizers set up
The IFS Cloud way
Where to find it: Company > Invoice > General > Use Posting Proposal; Company > Invoice/PO Matching tab; Authorization Combination Rules
- Select Use Posting Proposal on the General tab of the Company page (needs IFS Supplier Invoice Workflow)
- Set up invoice authorizers and connect each to an Authorization Combination Rule
- On the Invoice/PO Matching tab choose Automatic Authorization or Manual Authorization as the posting authorization method
- Invoices create a posting proposal that is authorized automatically when it matches the PO within tolerance, otherwise by an authorizer
Limits in IFS Cloud
- Automatic authorization is not possible when the code parts are not allowed for the authorizer or when the amount needs at least two authorizers
- Automatic authorization is built for purchase order matching only. Subcontract matches need manual authorization
Good to know in IFS Cloud
- An authorizer limit is checked against code part combinations and amounts
Words IFS Cloud uses
- Posting proposal. A suggested set of cost postings on an invoice that must be authorised before final posting.
- Authorizer. A person who can approve posting proposals. Authorization Combination Rules set which code part combinations and amounts they can authorize.
The Pulsify way
- Connect IFS Cloud 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 IFS Cloud. 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
- Selecting Use Posting Proposal without IFS Supplier Invoice Workflow installed.
- Setting up authorizers but not connecting each one to an Authorization Combination Rule.
More help
- How to set up vendor invoice approval in Dynamics 365 Finance
- How to set up AP invoice approval in Kinetic
- How to set up voucher approval in CloudSuite Industrial
- How to keep an audit trail for supplier invoice records in IFS Cloud
- How to route supplier invoice records by amount, supplier or project in IFS Cloud
- All IFS Cloud how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: confirmed.
- docs.ifs.com/ifsclouddocs/25r2/SupplierInvoicing/ActivityAutomaticAuthorization.htm
- docs.ifs.com/ifsclouddocs/26r1/lang/en/SupplierInvoicing/ActivityEnterCombRulesperAuthGrp.htm
- docs.ifs.com/ifsclouddocs/25r2/DefineFinancialsBasics/ActivityEnterInvoiceInfoPerCompany.htm
Also confirmed by
Common questions
What do I need installed?
IFS Supplier Invoice Workflow, plus authorizers set up and linked to an Authorization Combination Rule.
Automatic or manual authorization?
On the Invoice/PO Matching tab choose Automatic Authorization or Manual Authorization as the posting authorization method.
When can automatic authorization not run?
When the code parts are not allowed for the authorizer or when the amount needs at least two authorizers.
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 IFS Cloud.