Epicor ECM Approvals: Simplify Invoice Workflows Without Losing Control

Manual invoice approval processes slow down vendor payments, are error-prone, are hard to scale, and increase risks. Epicor ECM approvals fix that. 

With email-based approvals, dynamic workflows, and real-time control over your approval matrix, you streamline invoice processing – without losing visibility, budget compliance or control.  

Approval in Epicor ECM DocStar: Why It Matters

Approvals do more than authorize vendor payment – they ensure traceability, accountability and budget compliance. 

ECM approval workflows play a critical role in the Non-PO invoice process. They validate that invoices are legitimate, properly coded, and within approval limits before you release any payment.  

This process typically involves assigning relevant general ledger accounts, setting approval thresholds, and routing documents based on predefined rules. When configured correctly, this ensures the right people approve the right invoices at the right time.  

Whether you’re processing a purchase order invoice or a non-PO invoice, the Epicor DocStar approval framework provides the structure to enforce financial discipline without slowing down operations. 

What Makes Epicor ECM Approval Workflows So Effective

Direct Approver Management 

Epicor ECM gives you control over who approves what – no IT ticket required.  

Similar approvers can be assigned to an approval group when using approvals in a group environment. Within that group, all approvers will be included in the approval of the document. 

Basically, you can directly assign users to specific approvals and group them by document type, department, or company. 

“Our approvers are setup directly in ECM and linked to the approval group.” 

This simplifies administration and ensures the right stakeholders are always included. 

Multi-Tiered Approvals Workflows, Customized to Fit 

At TeccWeb, we partner with our customers to design approval workflows tailored to the complexity of their specific business requirements. We help you design custom workflows that adapt to your structure – and as many levels of approval as you need. 

You can define: 

  • Approval matrix 
  • Approval limits 
  • Escalation paths 
  • Dynamic routing conditions based on GL coding, company, document type, or dollar value 

This flexibility supports the most complex routing rules while remaining easy to manage as your organization evolves. 

At TeccWeb, our unique approach to your approval process empowers you to be in control of managing your approval matrix. You can easily update approvers, approval limits and escalation paths, all of which will be handled dynamically within the existing workflow design for efficient processing. 

Build your Epicor ECM approval framework the way your business needs it. 

Email-Based Approvals: Fast, Familiar, Frictionless 

Approve or Deny Invoices from Your Inbox 

Approvers don’t need to log in to ECM to act.  

The process can be fully executed via email, accelerating turnaround times and minimizing the need for extensive user training. Additionally, this email approval workflow can be extended to the PO invoice process to support variance handling and other operational needs – without risk to your audit trail. 

“The Request Mobile Invoice Approval task is used to email a user that an approval is required by them and they can approve or deny the invoice entirely outside of logging into ECM.” 

This enables faster responses from stakeholders who aren’t daily ECM users and reduces bottlenecks in the process. 

Use the Right Task for the Right Step 

Epicor ECM offers multiple task types so you can tailor each step of your Epicor invoice approval workflow. 

“The User Approval task is the user prompt that allows a user to approve or deny a document within the ECM system.  

The Send Email task is much more robust to provide better details and direction to the user.” 

These tools let you guide users clearly while maintaining full traceability throughout the invoice workflow. 

Automate Escalation and Reminders to Keep Things Moving 

Even with streamlined workflows, approvals can stall.  

Epiroc ECM helps prevent that with built-in automation. 

You can trigger reminder emails if a document remains unapproved and set escalation rules when time limits are exceeded.  

These controls keep invoices moving – without needing to chase down approvers manually. 

“We send an initial email and then the follow up emails happen until the invoice is approved or denied, at which time we clear the trigger.” 

This combination of reminders and escalations reduces processing delays and improves AP team productivity. 

From Non-PO to PO Invoices: One Framework for All 

Epicor ECM approvals are not limited to non-PO invoices.  

The same flexible framework can be applied to PO-based invoices, supporting variance handling, GL account assignment and multi-step routing. 

This unified approach allows your organization to manage all invoice types in one cloud-based invoice approval app – without duplicating processes or introducing inconsistencies.  

You can maintain compliance, reduce manual interventions, and handle exceptions like mismatched PO values or missing line items using the same approval tools. 

Need help with your ECM setup for approvals? 

TeccWeb helps you configure workflows that fit your business — fast, flexible, and finance-ready. 

Why Work With TeccWeb for Epicor ECM Approvals?

Fast, compliant, and user-friendly — Epicor ECM is powerful. It gives you control without complexity, but only when configured to match how your business actually works. 

And with TeccWeb, you don’t just use ECM; you master it. 

We help you: 

  • Design ECM approval workflows around your business 
  • Set up dynamic approver changes, matrix updates, escalation rules  
  • Enable email or mobile approvals for minimal user disruption 
  • Maintain visibility and compliance across non-PO and PO invoice workflows 
  • Unlock full ROI from Epicor ECM 

You stay in control of the process – no complex IT involvement needed. With our Epicor ECM consulting services, you can configure your system so it’s scalable, user-friendly, and built for long-term performance. 

“Approval processes can be used for other documents since any document can be uploaded and approved through a workflow. The imagination and creativity that the customer brings to the approval process inspired the innovations that we look to implement at Teccweb!” 

  • Scott Williamson, Epicor ECM Senior Consultant at TeccWeb 

 

Approval Workflows That Move at the Speed of Your Business 

With Epicor ECM, you’re no longer stuck chasing approvals or dealing with spreadsheet-based routing. You get direct matrix control, GL and budget compliance, PO and non-PO adaptability all inside Epicor ECM. 

Ready to streamline invoice approvals with Epicor ECM? 

TeccWeb configures, implements, and supports ECM workflows that deliver faster payments, stronger controls, and lower manual effort.