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Using Reviewers
How to add a reviewer to a Purchase Order, Invoice, Journal Entry, or Payment batch:
Enter information to create the entry.
Create a PO
Create an Invoice
Create a Journal Entr...
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Using the Pending Approvals List
Reviewing the Pending Approvals List for entries requiring user action.
Access the list:
From an approval notification email, click on To review all your Entries Pending Approval, click...
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Adding Additional Users To An Approval Table
How to add additional approvers when creating an entry (PO, Inv, JE, or Payment batch):
From the entry screen menu, click .
Click to add an approver.
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Created On: 02/21/2023
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Created On: 02/21/2023
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Payment Batches Setup Options for Document Approval Settings > Document Approval > General Options > Approval Sources > Payment > Edit
Use payment batch approval workflow: Activates approvals with Payment Batches.
...
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Created On: 02/21/2023
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Created On: 02/21/2023
in Document Approval Invoice
Invoice Setup Options for Document Approval
Settings > Document Approval > General Options > Approval Sources > Invoice > Edit
Use Invoice Approval: Activates the use of approvals with AP ...
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JE Setup Options for Document Approval Settings > Document Approval > General Options > Approval Sources > Journal Entry > Edit Use Journal Entry Approval: Activates the use of approvals with Journal Entries. Require "Send ...
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Created On: 02/21/2023
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