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Approve invoice - Workflow could be improved

Approve invoice

Right click - Review Batch

Right click - Show invoice - Can this be automatic? Why the extra click?

Right Click - Approve with or without email is not an option but reject the invoice is. We currently have to go back a page to approve which is counterintuitive.

Also, in this screen, we should be able to see the dissections before approving but there is no option to see dissections at this point.


  • Julie Cooper
  • Dec 5 2022
Company JXB Projects
Job Title / Role Finance Manager
I need it... Yesterday...Come on already
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  • Admin
    Andrew Tucker commented
    December 05, 2022 05:22

    thanks Julie.
    Agree. We will see what we can plan in as we progress roadmap through 2023.
    cheers

    *Andrew Tucker | **Sr Product Manager APAC*

    *Trimble Viewpoint*

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