How to Edit an Invoice Workflow (Client Article)

Contained in this Article: 

How to Add an Approver to an Invoice 

  • Click the pencil icon next to the Workflow.

  • Choose Add Reviewer.

  • Select a Reviewer and confirm by clicking the tick icon.

How to Remove an Approver from an Invoice 

  • Click the pencil icon next to the Workflow.

  • Choose the approver you want to delete, then click the trash icon next to their name.

 

How to Add a Review Stage to an Invoice 

  • Click the pencil icon next to the Workflow.

  • Choose Add Stage

  • Choose an approver to add to the stage and confirm by clicking the tick icon.

How to Remove a Review Stage from an Invoice 

  • Click the pencil icon next to the Workflow.

  • Choose the stage you want to delete, then click the trash icon next to the stage number.

 

Note:  

The approval stages dictate the sequence in which an invoice is approved.

Important note on removing the final stage of an invoice: If you need to remove the final stage of an invoice and the previous stage has already been approved, please do one of the following to prevent the invoice from getting stuck without a final approval action:

- Add a new final stage to replace the one you just removed

or

- Reset the previous stage to pending for the approver(s) to re-approve

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