The invoice workflow determines the approval process for invoices. This guide explains how to add or remove approvers and review stages on an invoice.
📌 Key Actions Covered:
✔️ Adding or Removing Approvers
✔️ Adding or Removing Review Stages
✔️ Important Notes on Approval Sequences
🔹 How to Add an Approver to an Invoice
- Click the pencil icon (✏️) next to the Workflow section.
- Select "Add Reviewer."
- Choose the approver from the dropdown list.
- Click the ✔️ (tick icon) to confirm your selection.
🔹 How to Remove an Approver from an Invoice
- Click the pencil icon (✏️) next to the Workflow section.
- Locate the approver you want to remove.
- Click the 🗑️ (trash icon) next to their name to delete them.
🔹 How to Add a Review Stage to an Invoice
- Click the pencil icon (✏️) next to the Workflow section.
- Select "Add Stage."
- Choose the approver for the new stage.
- Click the ✔️ (tick icon) to confirm the addition.
🔹 How to Remove a Review Stage from an Invoice
- Click the pencil icon (✏️) next to the Workflow section.
- Select the stage number you want to remove.
- Click the 🗑️ (trash icon) to delete the stage.
🔹 Important Notes and Warnings
🚨 Removing the Final Stage of an Invoice
If the final approval stage is removed and the previous stage has already been approved, the invoice may get stuck without a final approval action.
✅ To prevent this:
- Option 1: Add a new final stage to replace the removed one.
- Option 2: Reset the previous stage to "Pending", allowing the approver(s) to re-approve the invoice.
🔄 Approval Sequences Matter:
- The order of approval stages determines how the invoice is processed.
- Each stage must be approved before moving to the next.
- Removing or reordering stages can impact workflow efficiency.
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