Expense Management Approval Rules

Adam Rayborn
Adam Rayborn
Facilitator 1 Name Dropper
in Blackbaud Financial Edge NXT® APIs

I'm building an iOS app for staff to enter their expenses but in order for the submitted invoices to be routed to the correct person for approval, they need to be able to select an approval rule for the invoice they are submitting. I don't see anywhere in the API docs to get/set these. Am I missing something? What other options do I have if it's not accessible?

Answers

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Facilitator 2 July 2026 Monthly Challenge bbcon Sessions

    Hi @Adam Rayborn thanks for posting. I'm waiting to see if the community comes forward with their insight - in the meantime, the internal person I'd ask about this is @Regina Okonkwo. She may not respond right away, but will offer her insight when she can!

  • Regina Okonkwo
    Regina Okonkwo Blackbaud Employee
    Fourth Anniversary First Reply Kudos 1 Name Dropper

    Hi @Adam Rayborn , there isn't currently a SKY API to get or set Expense Management approval rules, and approval routing isn't exposed as an API surface. Those rules are configured in the Financial Edge NXT web view rather than through the API today.

    That said, you may not need to select a rule. In Expense Management, invoice approval routing is rule-driven.  The system routes each invoice to the right approver automatically based on the invoice's attributes (department/account coding, amount, etc.) against the approval rules your org has configured. The submitter doesn't manually choose the approver.

    So I think you should try the following

    1. Use the Accounts Payable SKY API to create the invoice with the correct coding (the same fields that drive your approval rules — segments/department, account, amount). See the AP API reference: https://developer.blackbaud.com/skyapi/products/fenxt/accounts-payable
    2. Confirm whether invoices created via the API are subject to your Expense Management approval rules — if they are, the existing rules will route it with no rule selection needed from the app. If it turns out API-created invoices don't flow through Expense Management approval, that routing isn't available via the API today, and you can add this to the idea bank.

    Let me know if this works. 

  • Adam Rayborn
    Adam Rayborn
    Facilitator 1 Name Dropper

    @Regina Okonkwo Thanks. I will let you know if we get it working.

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