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
- Full authorisation for Approval Process in General Authorizations
The SAP B1 way
Where to find it: Main Menu > Administration > Approval Process > Approval Templates (with Approval Stages)
- Define approval stages with the authorisers.
- Open Approval Templates and enter a unique name. Tick Active.
- On Originator pick who needs approval. On Documents pick A/P Invoice (or the documents you want).
- On Stages choose the stages. On Terms choose Always or set conditions such as document total or a user query.
- Choose Add.
Limits in SAP B1
- Terms trigger when any of the conditions is met.
- Stages in one template have equal standing, in no priority order.
- Remarks, attachments and referenced documents can be updated without triggering approval.
Words SAP B1 uses
- Approval template. The rules that decide which documents need approval and by whom.
The Pulsify way
- Connect SAP B1 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 SAP B1. 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 stages to run in order. Stages in one template have equal standing, with no priority order.
- Forgetting to tick Active on the template, so no document is ever sent for approval.
More help
- How to set up purchase invoice approval in Business Central
- How to set up bill approval in MYOB Acumatica
- How to set up purchase invoice approval in Sage 200
- How to keep an audit trail for A/P invoice records in SAP B1
- How to approve A/P invoice records in bulk in SAP B1
- How to route A/P invoice records by amount, vendor or project in SAP B1
- All SAP B1 how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: confirmed.
- help.sap.com/docs/SAP_BUSINESS_ONE/68a2e87fb29941b5bf959a184d9c6727/4506da03d8696c30e10000000a114a6b.html
- help.sap.com/docs/SAP_BUSINESS_ONE/68a2e87fb29941b5bf959a184d9c6727/4415e9551a49e263e10000000a44538d.html
Also confirmed by
Common questions
Where do I turn on approval for A/P invoices?
Under Administration > Approval Process > Approval Templates. On the Documents tab of the template pick A/P Invoice. You first need to define the approval stages and their authorisers.
What authorisation do I need to set this up?
Full authorisation for Approval Process in General Authorizations. Without it the Approval Templates window will not let you add a template.
Can an edit to a posted invoice skip approval?
Remarks, attachments and referenced documents can be updated without triggering approval. That is what the vendor help says about changes after a document is sent for approval.
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 SAP B1.