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AP Automation (Approval Workflows)

Learn how AP automation works in Light — including condition-based approval rules and how Bills route through those rules.

 

AP Automation in Light

Light applies automation inside the Bill approval flow.

This automation includes:

  • Bills routed to the correct approver(s)
  • Approvals based on amount, vendor, entity, department, etc.
  • Ability to connect Bills to Purchase Orders for visibility

AP Approval Logic (Workflows)

Approval conditions are configured in:

Settings → Workflows

Examples of common rules:

| | Scenario Example Rule | | --- | --- | | value based | “Bills over €5,000 must be approved by CFO” | | vendor based | “All AWS Bills route to CTO first” | | department / custom property based | “Marketing invoices → Marketing Lead then Finance” |

Purchase oders 2

Approvals can be completed:

  • In Light’s Web app
  • In Light’s Mobile app (recommended)
  • in Slack or Teams (if connected)

When the final approver approves → the Bill automatically moves to Scheduled for payment run approval.

AP Automation Flow Summary

  1. (Optional) PO created

  2. Bill arrives → Inbox

  3. Finance codes Bill & selects PO if relevant

  4. Workflow rules auto-determine approvers

  5. Approvers approve/reject

  6. On final approval → Bill becomes Scheduled for payment run

  7. Payment processed (automatic or manual depending on bank setup)