Why it matters for manufacturers
- Different spend needs different approvers. A maintenance bill goes to the plant manager and a raw material bill goes to purchasing.
- Auditors want to see who approved what and when, with limits that match the role.
For manufacturers in Kinetic
- Use Logged Invoice Entry for a pending invoice that waits for management approval, then pull it into AP Invoice Entry.
- At month end, send posted journals to Review Journal so a second person approves them.
- ECM AP Automation adds a CFO approval step above an amount threshold. Ask Epicor or your partner about routing by supplier or job.
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
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.
What you need and the setup steps: Invoice approvals for Kinetic.
Example
Example Hydraulics Pty Ltd sends a repair bill of $6,400 ex GST for a press on the Plant 2 line. The plant manager's limit is $5,000.
| Line | Amount | What the check finds |
|---|---|---|
| Press seal kit and labour | $4,700.00 | Under the $5,000 limit on its own |
| Call out and travel | $1,700.00 | Brings the bill to $6,400, past the $5,000 limit |
| GST | $640.00 | 10% of $6,400 |
The bill is routed to the operations manager because it is over the plant manager's limit. The approval record shows who signed, when and under which limit.
Common mistakes
- One approver for every bill, so approvals pile up in the last week of the month.
- Limits that never change, so every raw material order goes to the director.
Step-by-step guides for Kinetic
- How to set up AP invoice approval in Kinetic
- How to approve AP invoice records in bulk in Kinetic
- How to route AP invoice records by amount, supplier or job in Kinetic
What Pulsify adds
Pulsify adds approval steps by supplier, amount, account or job, with approve, reject or send back from a phone. Pulsify connects to Kinetic. We set up the connection for you. More about invoice approvals in Pulsify or Pulsify for manufacturers.
More help
- Invoice approvals in CloudSuite Industrial for manufacturers
- Invoice approvals in NetSuite for manufacturers
- Invoice approvals in Sage 300 for manufacturers
- Multi-entity accounts payable in Kinetic for manufacturers
- Duplicate invoice checks in Kinetic for manufacturers
- PO matching in Kinetic for manufacturers
- Supplier price checks in Kinetic for manufacturers
- 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/
- www.epiusers.help/t/70625
- www.epiusers.help/t/58293
- www.epiusers.help/t/93218
- www.biscit.com/wp-content/uploads/2021/11/MFG-Epicor-ECM-Kinetic-AP-Automation-FS-ENS.pdf
- www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/tax-invoices
Also confirmed by
Common questions
Does Kinetic route plant invoices by amount?
Not in the core. Epicor ECM AP Automation sends invoices over a set amount to a CFO approval step. Without it, teams use Logged Invoice Entry, hold flags or a custom BPM.
How should a manufacturer set approval limits?
Set limits by cost centre and by dollar value. A plant manager approves repairs up to a limit, purchasing approves materials and the finance lead approves above that. Name a backup for each.
What does ECM AP Automation add?
Routing and approval with a CFO step above an amount threshold, and email alerts with a one click approval stamp. It is a separate Epicor product.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles invoice approvals in Kinetic for manufacturers.