# Invoice approvals for Sage Intacct

Sage Intacct has invoice approvals built in. Pulsify adds approval steps by vendor, amount, account or project, with approve, reject or send back from a phone.

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

## What Sage Intacct does on its own

Bill approval policies with levels in Accounts Payable.

- Bill approval is enabled at the top level and applies to all entities.
- Approvers cannot be restricted to entities or departments.

## What you need in Sage Intacct

- Accounts Payable subscription
- Admin privileges to set up
- Approve Bills: List permission for approvers

## Setting it up in Sage Intacct

Where to find it: Accounts Payable > Setup > Configuration > Bill approval settings

1. Give approvers the Approve Bills: List permission.
2. At the top level select Enable bill approval under Bill approval settings.
3. Select Manage for approval policies and add rule types such as Vendor-based Approval or Value Approval.
4. Save. Users then select Submit instead of Post.
5. Approvers go to Accounts Payable > All > Bills > Approve bills, add a Comment and select Approve.

## Good to know in Sage Intacct

- Only bills created in Accounts Payable use bill approvals. Purchasing documents use Purchasing approvals.
- Enabling is done at the top level and affects all entities. Value approval has a maximum of 6 levels.
- The help describes approving one bill at a time. No bulk approve action is documented.

## How to do it in Sage Intacct

### How to set up bill approval in Sage Intacct

In Sage Intacct, set up bill approval: choose who can approve and their limits, then test it with a real bill before you rely on it. Full guide: https://www.pulsify.tech/how-to/set-up-bill-approval-in-sage-intacct/

### How to approve bill records in bulk in Sage Intacct

Sage Intacct's help only describes approving bills one at a time. No bulk approve is documented. Go to Accounts Payable > All > Bills > Approve bills, open each bill and select Approve. Full guide: https://www.pulsify.tech/how-to/approve-bills-in-bulk-in-sage-intacct/

### How to route bill records by amount, vendor or project in Sage Intacct

In Sage Intacct, set bill approval rules by amount, vendor or project. Put specific rules first, then a default for everything else and test with a real bill. Full guide: https://www.pulsify.tech/how-to/route-bills-by-amount-supplier-or-job-in-sage-intacct/

## 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 Sage Intacct. We set up the connection for you.

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 Sage Intacct or your bank.

## Common questions

### Can Sage Intacct route bills by amount or vendor?

Yes. Policy rule types include Vendor-based Approval, Value Approval, Value Approval - Transaction Department and User Level. Each rule type can be used once per policy. Routing by project is not listed.

### Can approvers delegate while away?

Yes. The help says approvers can delegate approval while away. A bill with more approvals due shows Partially approved and moves on to the next approver.

### Is every approval recorded?

Yes. Every approve, reject and send back is recorded in the bill's activity with who did it and any reason.

## Sources

- https://www.intacct.com/ia/docs/en_US/help_action/Accounts_Payable/Approvals/Bill_approvals/Setup/bill-approval-setup-workflow.htm
- https://www.intacct.com/ia/docs/en_US/help_action/Accounts_Payable/Approvals/Bill_approvals/about-bill-approvals.htm

### Also confirmed by

- Dean Dorton Sage Intacct consultants, 2020: https://deandorton.com/all-roads-lead-to-approval-an-overview-of-sage-intaccts-many-transaction-approval-options/

Source: https://www.pulsify.tech/invoice-approvals-for-sage-intacct/ (last checked 2026-10-19)