Overview
Juni's advanced approval policies help you keep full control over your expenses.
By defining custom approval policies for invoices and payments, you ensure that every invoice is reviewed and approved by the right person, which guarantees accuracy and compliance.
Additionally, the approver is notified via email, the Juni platform, and the Juni mobile app whenever an approval is needed.
How to set up a policy
1. Click on your company name in the top left corner
2. Click on Settings
3. Click on Approval policy
4. Click on Configure to set up rules
5. To set up Rule 1 you have the following options:
Select amount and recipient
Choose who the invoice requires approval from (Anyone of the selected people or All selected people)
Choose the role that needs to approve (Owner, Administrator(s), Accountant, Team leader, Specific people)
Click on Add approver if you want to add more people
Click on Save
If you want to add another layer of more approvers, click on +Add item
Repeat the same process as above, and it will be saved as Rule 2
Click on Save policy when you are done
All rules are checked for approvals, and Rule 1 will always be completed before Rule 2. The first approver will always be prompted to approve before the second approver. All approvers receive a notification via email and the Juni mobile app.
How to check the approval process on an invoice
Go to Money → Payments
Click on the invoice in question
Click on Approval timeline. There you can see which source the invoice was uploaded from and the approval timeline.
How to approve or deny an invoice
When your approval is requested on an invoice, you will receive a notification via email, on the Juni platform and on the Juni mobile app. From here, you can approve or decline an invoice.
If you select Decline you'll be asked to add a decline reason. The decline reason is shared with admin and accountant members, as well as the person uploading the invoice.
How to make approval changes for invoices under review
If one of the approvers is unavailable to approve an invoice or payment, administrators can skip or make changes to the approval process. This can be useful when an approver is on vacation or cannot access their account. To do so:
Log in to Juni and go to Payments
Select the invoice that requires approval and click on Skip or More options
By choosing Skip, you can skip that approver and move on to the next, who will then be notified
By choosing More options, you can either restart an approval policy or edit the invoice details
Frequently Asked Questions
How do I set up an approval policy for a specific user?
How do I set up an approval policy for a specific user?
You can set up rules based on who uploaded the invoice. Select "Uploader" as a condition and then choose the specific user.
Can I approve or deny invoices via the mobile app?
Can I approve or deny invoices via the mobile app?
Yes, you will receive a notification in the Juni mobile app when an approval is needed. You can approve or deny the invoice directly in the app.