Invoice approvals for CloudSuite Industrial

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

What CloudSuite Industrial does on its own

Voucher Authorization is a cost match gate and not approval routing. It sets each voucher to Matched, Failed or Authorized by comparing the PO cost with the voucher cost within the Voucher Tolerance Over and Under fields, and blocks posting of Failed vouchers. Vouchers entered manually in A/P always start as Failed.

• No amount-based approver chain

What you need in CloudSuite Industrial

• Purchasing Parameters access with special authorisation
• Voucher Authorization switched on

Setting it up in CloudSuite Industrial

Where to find it: Purchasing Parameters > General tab > Voucher Authorization; Voucher Authorization utility

1. Open Purchasing Parameters and tick Voucher Authorization on the General tab.
2. Set Voucher Tolerance Over and Under percentages.
3. Save.
4. Run the Voucher Authorization utility. Filter by Authorizer, Voucher, Invoice Date, Vendor and Authorization Status.
5. Choose Preview to check or Commit to save, then Process.
6. Post the vouchers the utility authorized.

Good to know in CloudSuite Industrial

• The Authorizer defaults from the PO Buyer for vouchers made from Purchasing.
• Failed vouchers do not post.
• Infor M3 is different and has a Payment Approval routine. Do not assume M3 steps apply here.

How to do it in CloudSuite Industrial

How to set up voucher approval in CloudSuite Industrial

CloudSuite Industrial has a match and authorise status, not multi-step routing by approver chain. Tick Voucher Authorization in Purchasing Parameters, then run the utility to move vouchers to Authorized.

How to approve voucher records in bulk in CloudSuite Industrial

In CloudSuite Industrial, filter the voucher 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 voucher records by amount, vendor or project in CloudSuite Industrial

In CloudSuite Industrial, set voucher authorization rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real voucher.

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 CloudSuite Industrial. 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 CloudSuite Industrial or your bank.

More help

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

Sources

Last checked 2026-10-19.

• docs.infor.com/csi/9.00.x/en-us/useradminlist/csi_Financials_User_Guide_42982.pdf
• docs.infor.com/csi/9.01.x/en-us/useradminlist/csbi_9.01.x_financials_user_op_sl_en-us_50331.pdf