Step 2: Create the Approval Sentence

Now, build the automation rule (Sentence) that will trigger the approval process.

Steps:

1. Navigate to Automations:
   • Click the company menu (top right) > Settings.
   • Click Automations in the left sidebar.
2. Create New Sentence: Click Create.
3. Name Sentence: Enter a descriptive name (e.g., "Route Invoices > $1000 for Finance Approval").
4. Configure Trigger:
   • Click Select Trigger.
   • Choose When a resource is submitted.
   • Select Module: Purchasing.
   • Select Submodule: Invoice.
5. Add Condition:
   • Click Add condition.
   • Field: Select Total (or Total Exclusive Local if comparing pre-tax amounts).
   • Operator: Select Greater than.
   • Value: Enter the threshold amount (e.g., 1000).
6. Add Action:
   • Under the "Then" block, click Add action.
   • Select Get approval from User Group.
   • Milestone Name: Enter a name (e.g., "Finance Approval").
   • Step Name: Enter a name (e.g., "Approve Invoice > $1k").
   • Approver: Select the User Group you created in Step 1 (e.g., "Finance Approvers - Level 1").
   • Notify: Ensure this is ON if you want approvers notified.
   • Configure other options (Criteria, Reminders, etc.) as needed.
7. Add Final Action: Click Add action again. Select And cancel processing. This prevents other "Submitted" sentences from running if this one matches.
8. Activate & Save: Ensure the Is Active toggle (top right) is ON. Click Create.

What Happens Next?

The Sentence is now active. When an invoice over $1000 is submitted, this rule will automatically assign it to the "Finance Approvers - Level 1" group for approval.

Next Step: Test the Approval Rule

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