Approving or Marking Supplier Invoices and Expenses as Paid can sometimes be time consuming if you create a lot of them. So to speed things up you can control how new documents are marked by setting an initial status of a user to automatically mark Supplier invoices and Expenses as paid or Approve the document. 

There are 3 options when it comes to setting up an initial status

1. Rejected

If the user is in the Rejected initial status, when any Supplier invoice and Expense is created will require a Manager or Main User to authorise these payments which can be good for Teams.

2. Approved 

If the user is in the Approved initial status, any Supplier invoice and Expense is created it will automatically approve the document, this is ideal for Managers to easily record.

3. Paid

If the user is in the Paid initial status, When any Supplier invoice and Expense is created will automatically Mark the document as Paid, this is ideal for Managers/Owners/Accounts to easily record payments. Also a great benefit with this initial status is you can set the default Payment type.

 

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