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 Entry
  • Tag invoices and save a Payment Batch
• Once all required fields have been entered, click Send to Reviewer from the entry menu .
• The Comment to Reviewer screen will appear:
  
   
   
• Enter a username in the Reviewer box or click the looking glass tool to search for a user.
• Enter a comment to send to the reviewer. This text will appear in the notification email the Reviewer will receive indicating an entry has been sent to them for review:
  
   
   
• Click Send.

The Reviewer will be notified via email of the entry awaiting their review:

 
 

How to change the reviewer of a Purchase Order, Invoice, Journal Entry, or Payment Batch

From the entry (PO, invoice, etc):

• Click Change Reviewer from the list menu:
  
   
   
  • If removing the reviewer and returning the entry to the original create user:
    • Click Remove (username) as the Reviewer.
      
       
       
    • The entry will be returned to the original created user’s queue, and they will be notified.
  • If sending the entry to a different reviewer:
    • Enter the user’s username in the Reviewer box or click the looking glass tool to search for a user.
    • Enter a comment to send to the new reviewer. This text will appear in the notification email the Reviewer will receive indicating an entry has been sent to them for review:
      
       
       
    • Click Send.
    • The Reviewer will be notified via email of the entry awaiting their review:
      
       
       

• From the Pending Approval List or Split-Screen edit view:

• Highlight the entry (PO, invoice, JE, etc)
• Click Change Reviewer from the list menu:
  
   
  • If removing the reviewer and returning the entry to the original create user:
    • Click Remove (username) as the Reviewer.
      
       
       
    • The entry will be returned to the original created user’s queue, and they will be notified.
  • If sending the entry to a different reviewer:
    • Enter the user’s username in the Reviewer box or click the looking glass tool to search for a user.
    • Enter a comment to send to the new reviewer. This text will appear in the notification email the Reviewer will receive indicating an entry has been sent to them for review:
      
       
       
    • Click Send.
    • The Reviewer will be notified via email of the entry awaiting their review: