# How to set up bill approval in MYOB Acumatica

In MYOB Acumatica, set up approval workflow: choose who can approve and their limits, then test it with a real bill before you rely on it.

Bill approval means a bill is checked and signed off by the right person before it is paid. A setup says who approves what.

## Before you start

- Approval Workflow feature turned on in Enable/Disable Features (CS100000)
- An approval map (EP205015)

## The MYOB Acumatica way

Where to find it: Finance > Accounts Payable > AP Preferences (AP101000) > Approval tab

1. Turn on Approval Workflow in Enable/Disable Features.
2. Create an approval map under Approval Maps (EP205015).
3. On AP Preferences, Approval tab, set the map for Bills.
4. A saved bill taken off hold gets the status Pending Approval. The approver is emailed.
5. The approver approves on the bill or the Approvals form. A rejected bill needs to go back on hold.

## Limits in MYOB Acumatica

- Editing an approved or rejected bill starts approval again.

## Good to know in MYOB Acumatica

- Choose single stage, multistage in fixed order or parallel approval.

## The Pulsify way

1. Connect MYOB Acumatica to Pulsify. We set up the connection for you where needed.
2. Open Approvals. Every company starts with a default rule: any Admin or Approver can approve.
3. Add steps for amounts, suppliers or accounts. Choose a person, a role or a team as approver at each step.
4. Add a review step if someone should check coding before approval.
5. Use Try an invoice to test the rule on a real bill.
6. Add auto-approve rules for small or trusted bills if you want.

Pulsify connects to MYOB Acumatica. 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

- Building the approval map but not setting it for Bills on AP Preferences, so no bill goes to approval.
- Editing an approved bill without expecting approval to start again.

## Common questions

### How do I turn on bill approval?

Turn on Approval Workflow in Enable/Disable Features, create a map under Approval Maps (EP205015), then set that map for Bills on the Approval tab of AP Preferences.

### What status does a bill get?

A saved bill taken off hold gets the status Pending Approval and the approver is emailed.

### What happens if I edit an approved bill?

Editing an approved or rejected bill starts approval again. A rejected bill needs to go back on hold first.

### 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.

## Sources

- https://help.myob.com.au/advanced/Docs/Published/UserGuide/AP__con_Approval_of_AP_Bills.html
- https://help.myob.com.au/advanced/Docs/Published/UserGuide/EP_20_50_15.html

Source: https://www.pulsify.tech/how-to/set-up-bill-approval-in-myob-advanced/ (last checked 2026-10-19)