Configuring AP Routes (Admin Role)

Overview

AP Routes determine the actions taken after an invoice is approved or rejected. These routes can be customized based on conditions such as:

• Department
• Entity
• Vendor
• Currency

You can configure multiple AP routes and assign them a priority order to ensure invoices follow the correct workflow.

Configuring a New AP Route

Follow these steps to create and configure a new AP Route in Brightflag.

1. Navigate to AP Routes Settings

1. Go to Menu > Admin Settings > AP Routes.

2. Add a New AP Route

1. Click "Add AP Route."
2. Review the order of existing routes to determine where the new route should be placed.
3. Enter a Route Name and assign a Route Priority.

3. Configure Rules for the AP Route

1. Click "Add Rule."
2. Select a Rule Type from the dropdown:
   • Department
   • Entity
   • Vendor
   • Currency
3. Choose the Value(s) for the selected condition.

• Define the logic for the route:
• • Use OR logic to match any condition.
  • Use AND logic to ensure all conditions must be met.
  • Enable the "All rules must match" setting if all conditions must be satisfied.

Defining Approve Actions

1. Click "Add Approve Action" to configure actions for approved invoices.
2. Select from the following options:

⚠️ Important:
An AP Route cannot include both "Send Accounts Approval Email (Fixed)" and "Send Accounts Approval Email (Manual)" as actions.

Defining Reject Actions

1. Click "Add Reject Action" to configure actions for rejected invoices.
2. Select from the following options:

Need Help?

💡 For any technical assistance or if you'd like Brightflag Support to review your new AP Route, please Submit a Request to the Brightflag Support Team.