Invoice approvals for Kinetic

Invoice approval is the check that the right person agrees a supplier bill is correct before it is paid.

What Kinetic does on its own

Kinetic has no core invoice approval workflow. Logged AP Invoice Entry gives a pending invoice that waits for approval. Teams also split duties so one group enters invoices on hold and another posts them. Routing by amount comes from ECM AP Automation or a custom BPM.

• No full workflow native

What you need in Kinetic

• Epicor ECM AP Automation, Application Studio or a BPM for routing
• Security groups to split entry from posting

Setting it up in Kinetic

Where to find it: Logged AP Invoice Entry; Invoice hold flag; BPM on PrePostGroupInvoices; ECM AP Automation

1. Optional: enter the bill in Logged Invoice Entry. It is a pending invoice that waits for management approval.
2. Pull the approved invoice into AP Invoice Entry.
3. Or split duties: one security group enters invoices on hold and another posts them.
4. A BPM on the PrePostGroupInvoices method can block posting by the person who entered the group.
5. Send posted journals to Review Journal so a second person approves.

Good to know in Kinetic

• Kinetic has no core AP approval workflow.
• In ECM AP Automation an invoice over a set amount goes to a CFO approval step and approvers get an email with a one click approval stamp. Bulk approval is not stated.

How to do it in Kinetic

How to set up AP invoice approval in Kinetic

Kinetic has no core AP approval workflow. People enter invoices on hold in one security group and post them from another. Logged Invoice Entry is a pending-invoice option. ECM AP Automation adds routing.

How to approve AP invoice records in bulk in Kinetic

In Kinetic, filter the AP invoice list to bills ready for approval, tick the ones you have checked and approve them together. Open unusual bills one by one.

How to route AP invoice records by amount, supplier or job in Kinetic

In Epicor Kinetic, ECM AP Automation checks the match first and sends invoices over an amount threshold to an approval step. Mismatches go to a worker to resolve. Ask Epicor or your partner about routing by supplier or job.

What Pulsify adds

1. Every company starts with a default rule: any Admin or Approver can approve.
2. With the Approval Workflows Add-on, add ordered steps that route by supplier, amount, account and tracking such as job.
3. Each step asks a role, a person or a team. A step can need any one of them or everyone.
4. Add a review step before approval if someone should check coding first.
5. Use Try an invoice to see which path a sample bill would take.
6. Approvers approve, reject or send back from a phone or laptop, one bill or many at once.

Pulsify connects to Kinetic. We set up the connection for you. More about invoice approvals in Pulsify.

What Pulsify does not do

• Pulsify does not reassign an approval to someone else.
• Pulsify does not send approval reminders.
• Pulsify never moves money. Payment runs stay in Kinetic or your bank.

More help

• Invoice approvals for Dynamics 365 Finance
• Invoice approvals for IFS Cloud
• Invoice approvals for CloudSuite Industrial
• Invoice capture for Kinetic
• Supplier credit notes for Kinetic
• Duplicate invoice checks for Kinetic
• All Kinetic how-to guides

Sources

Last checked 2026-10-19.

• www.epiusers.help/t/ap-approval-workflows/119383
• www.epicor.com/en-us/products/enterprise-content-management/ecm/ap-automation/

Also confirmed by

• Epicor Users Help Forum, two users confirm no core workflow, 2024