Custom Invoice Approval Workflow – Prevent Posting Until Approval

Question

Dear All Gurus,

I’m currently working on customizing the invoice process in NetSuite. My goal is to ensure that invoices do not post to the general ledger until they are fully approved through a workflow.

I’ve explored using SuiteFlow to manage the approval process and considered using a custom status like “Pending Approval” to prevent posting. Before moving forward, I wanted to confirm:

* Is it possible to set up an invoice workflow that keeps the invoice in a non-posting state (pending approval) until it's approved?
* Has anyone successfully implemented this type of invoice approval process?
* Are there any best practices or potential issues I should be aware of?

Any tips or examples would be greatly appreciated.

Thank you in advance!

Best regards,

Honey Soe

Tigran Shahnazaryan · Accepted Answer

Hey @Honey Soe,

You can set the Accounting Preferences → Approval Routing → Invoices checkbox and use the SuiteFlow for Invoice Approvals. Setting the native "Approval Status" field to "Pending Approval" will prevent invoices from impacting the GL.

One of the main issues I have encountered is preventing self-approvals, which requires additional effort.