Summary
This article explains how the latest Deltek Vantagepoint release adds multi-tiered approval workflows for draft invoices, giving firms flexible routing and stronger governance controls.
Key Takeaways:
- Multi-tiered approval routing matches firm hierarchies: Draft invoices can now route through multiple reviewer tiers in the order each firm's approval process requires.
- Substatuses and timelines add real-time visibility: Billers and approvers see exactly where each invoice sits, cutting down on follow-up emails and spreadsheets.
- Approval Engine centralizes governance: Deltek Vantagepoint's Approval Engine lets firms configure and standardize tiered approval rules across projects, practices, or offices.
Billing rarely breaks down because the work is hard. It breaks down because a draft invoice needs three different people to look at it before it goes out the door, and there's no clean way to route it, track where it's stuck, or make sure the right reviewer sees it at the right time. That gap between “ready to bill” and “actually billed” is where cash flow slows down.
The latest release of Deltek Vantagepoint closes that gap with multi-tiered approval workflows for draft invoices, giving firms flexible routing, clear substatuses, and stronger Approval Engine controls, so billing keeps moving and every reviewer stays aligned.
For a closer look at how multi-tiered approval routing works inside Vantagepoint
Watch how to set up multi-tiered draft invoice approvals and route invoices through the right reviewers.
Streamline Draft Invoice Approvals with Multi-Tiered Workflows
Not every invoice needs the same level of scrutiny, and not every firm approves invoices the same way. With this release, draft invoice approvals now support multiple tiers, so you can build approval hierarchies that match how your firm actually works, without adding complexity for your team.
- Flexible routing: Direct draft invoices through the reviewers and approvers your firm requires, in the order your process demands.
- Clear Visibility: Timelines, List views, and substatuses allow billers and approvers to see where the invoices stand at any point to assist with organization and prioritization
- Approval Engine controls: Configure tiered approval rules centrally, keeping governance consistent across projects, practices, or offices.
Configure approval tiers, assign the right roles, and standardize routing with Approval Engine.
What This Means for Your Firm
Multi-tiered approvals turn invoice review from a bottleneck into a controlled, visible process:
- Increased control and transparency: Know who has an invoice, why, and what happens next.
- Support for complex hierarchies, without added complexity: Build the approval structure your firm needs without extra manual workarounds.
- Billing keeps moving: Reviewers stay aligned and invoices spend less time waiting in someone's inbox.
Track each invoice’s approval status in real time and act before billing is delayed.
Why This Release Matters to Your Firm
Taken together, these updates reflect a consistent goal: give your firm more control over billing without slowing it down.
- Faster, cleaner approval cycles: Invoices move through the right hands in the right order, every time.
- Stronger financial governance: Approval Engine controls keep tiered routing consistent and auditable.
- Less manual chasing: List Views and timelines give your team visibility without follow-up emails or spreadsheets.
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