Change Invoice Workflow Approval
If you could please find a way to track the progress of the approval of invoices (mostly for two or more approvers) so we know who to chase. Also, the function to change approvers in case the initial approver is out of the workplace.
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Company
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Roberts Pizzarotti
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Thanks for the comment Nick,
Yes and we do have a new Enquiry for Pending invoice tracking that will eventually evolve into a new AP enquiry. You are welcome to trial it now however and it gives online tracking for approvers on all pending invoices downloadable to excel. Should you wish to try it please log a request for setup of the "New AP Enquiry - Pending Invoice tracking"
thanks
Andrew
Under ‘Approve Invoices’, search for the batch, right-click on the batch and select ‘Show Approvers Selected’ to see the sequence. Right-click on the batch and select ‘Approval Audit’ to see what stage the approval is at.
Depending on the circumstances, changing approvers can be achieved either by re-submitting the invoice for approval and selecting the new approvers, or for longer term changes, delegation rules can be set up. Delegation is covered in the release notes for the 15 September 2019 release.
Hope this helps.