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Add The Cost Code Allocated To The Invoice Approval Screen

Currently when approving an invoice you have to open the batch to obtain the cost code that has been used.  By displaying the cost code on the approval screen for single invoice batches the approval process will be quicker.

  • Guest
  • Jan 2 2019
Finance
Company Mettle Projects
Job Title / Role Chief Financial Officer
I need it... 3 months
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  • Admin
    Andrew Tucker commented
    January 07, 2019 03:00

    Yes please. I think it worth exploring the capability first and then refining from there.
    thanks

    ANDREW TUCKER Sr. Product Manager APAC

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  • Guest commented
    January 07, 2019 00:55

    Hi Andrew,

    Thanks for the suggestion and Happy New Year.

    Mettle does not have Advanced Invoice Approvals, therefore is the individual invoice methodology an option for Mettle?

    If so I will log a case to explore further.

    Thanks.

    Regards,
    Paul.

    Paul Pickering
    Chief Financial Officer
    paulp@mettleprojects.com.au
    +61 7 3666 0999
    +61 435 723 518
    8 Gordon St, Newstead QLD 4006
    mettleprojects.com.au

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  • Admin
    Andrew Tucker commented
    January 07, 2019 00:46

    Hi Paul,
    Thanks for the suggestion. The only issue we have is that costing is always held at dissection level. However I understand the requirement and it would be nice to solve it if we can speed things up for you.
    A couple of things that may help you in the meantime.

    - There is an Individual Invoice Approval methodology that removes the need to batch coded invoices and the second step of sending them for approval. Using this method you can send for approval directly from the coding screen.

    This will also allow you to approve invoices individually rather than batches of Invoices and you get a different view in the approval screens.

    - There are configuration options that allow you to collate the dissection Coding reports alongside the scanned images of all the invoices you want to approve.
    Please log a request for consulting if you are interested in any of these tweaks.
    I will consider your request further for roadmap.

    ANDREW TUCKER Sr. Product Manager APAC

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