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Approvals Process Functionality

I would like to see items - PO's, Supplier Invoicing, etc. that aren't approved sent back to the originator for amendment & flagged on their main screen as requiring attention. For example I decide to reject because the invoice scan is not attached - how does the initial processor know that there is an item they've missed/not quite got right that needs seeing to.
There should be a flag on the main screen for items returned so that they can be dealt with straight away & then sent back for approval.

How am I ever going to train the processor to do it right if I'm forever fixing it myself to get it through the system quickly?

  • Shaun Perrett
  • Feb 17 2019
  • Likely but not yet planned
System Administration
Company WSP Services
Job Title / Role Finance Director
I need it... 1 month
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  • Admin
    Andrew Tucker commented
    February 18, 2019 06:10

    Thanks for the Suggestion Shaun.
    Currently settings can allow an email back to the requestor on rejection of any type of approval. Rejection Text can also be entered and is visible to the requester.
    In EInvoicing the rejected invoices should show in Red to indicate they have been rejected and the rejection text can be seen by right click.
    Let me know if any of that helps and if you need someone to help you set any of that up we can arrange through a service request.
    For other types of approvals I absolutely like your idea to improve visibility and we will consider this as part of our ongoing Advanced Approvals uplift.

    Look forward to catching up at our Roadshow to show you our other Roadmap plans and discuss!
    Thanks for the idea and keep them coming. It is important to the way we want our product to evolve.
    regards

    ANDREW TUCKER Sr. Product Manager APAC

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