Multiple Board Approval for Invoices

This article will walk-through adding multiple board members to approve invoices. 

1. Change the AP settings for the number of Board Members by going to: Association > Settings and find the setting: Number of Board Approvals under "A/P  Payments"

 2. Adjust Association Settings > Signature Approval settings for what you would want as a Threshold for an internal Signature Approval:

3. Change the Board Member role for anyone with “Board Invoice Approver 2” to “Board Invoice Approver” Set someone internally with the Responsibility for "Check Signer."

4.Edit the Invoice Action Item so that step 9 (board approval 2) is sent to only the role of Check Signer. You will also want to edit the name of that step to "Signature Approval"