See GL coding when reviewing batch details before approving the invoice
When approving an invoice, it would be helpful to see where the transaction was coded (GL used) so the approver can pick up any errors before posting the invoice.
When I review, I right-click on review batch details, and from there I can recall the invoice, but the GL used is not visible unless I edit the batch and resend it to myself for approval.
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Company
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JXB Projects Pty Ltd
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Job Title / Role
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Finance Manager
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I need it...
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Yesterday...Come on already
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Hi Julie,
Can you email me directly on andrew_tucker @ trimble and send me a
screenshot of your right click options?
cheers
Andrew
Thanks Andrew, I do not have the same screen as you. When I click on my invoices to approve, It takes me to the approve invoice batches screen. From there, there is no option to see the GL
Hi,
You should be able to view the GL details already.
From Invoice Approvals try the following...
1. Right click on the Invoice and select Invoice Details
2. On the Invoice Details Screen click the GL Account Tab to see GL
information for each dissection
Let me know if this helps
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