In this webinar, the AccountsIQ product team introduce the all-new AccountsIQ workflow engine and show how it transforms purchase order and invoice approvals for growing finance teams. You’ll see how to configure flexible, multi-step approval workflows for purchase orders (POs), PO-linked invoices and non-PO invoices, using system users as approvers and aligning rules with how you actually code transactions in AccountsIQ. The session covers core configuration, from approval settings and entity-level setup to the new workflow listing, so you understand exactly how the engine fits into your existing AccountsIQ environment.

We’ll walk through how to build hierarchical approvals (for example, Finance Manager → Financial Controller → CFO) with unlimited steps, and how to apply different approval limits per role. You’ll learn how to combine auto-approval thresholds for low-value documents with exact PO-to-invoice matching where tighter control is required, ensuring invoices can’t be created or approved if they exceed an approved PO without going back through a workflow. The webinar also demonstrates how to route documents based on dimensions, BI codes, GL codes and suppliers, so you can create targeted workflows for areas such as fixed assets, departmental OpEx or sensitive vendors.

The session explores key control features that support segregation of duties and business continuity. You’ll see how to use the designated approver option to prevent users from approving their own documents, how to configure substitute approvers with date ranges for holiday and sickness cover, and how to flag approvers as budget holders so they receive budget snapshots (year-to-date, full-year and variance) with each approval request. We also showcase the new colour-coded approval badges and timeline view, which provide clear, auditable visibility over every approval step, including who submitted, who approved, who was skipped due to low limits and when re-approval tolerances applied.

Finally, the webinar explains the guiding principle that one document equals one workflow, and how to design multi-department workflows for multi-line invoices so that complex documents still follow a single, predictable route. You’ll see how the system handles cases where no workflow is found, routing them to an administrator, and how the new workflow experience runs safely alongside the legacy approval engine. This means existing AccountsIQ customers can configure, test and adopt the new workflow engine without disrupting business-as-usual approvals, while laying a foundation for future enhancements such as bulk payment approvals, auto-emailing of approved POs and invoices to suppliers, and reminder notifications for outstanding approvals.

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