Overview

There are times when you need your approvers to also code an invoice or an order as part of the approval. Coding can include the Account code (ledger/nominal), the Cost Code or the Project code. You can create an approval set that requests/demands the user to take action.

1

Setup

Edit your Division and scroll down to the Workflows.

Create a new workflow with the approval type of “Invoice Approval” and give it a name as shown below:

Ap1

Then create your first email step by naming it and clicking add new step:

Ap2

The “Invoice” step now allows you to request that the approver must also code the invoice as shown in the picture. You can choose on the left:

  • None – they will receive the standard approval email.
  • Can Edit – If they click the Review button in their email, they can edit any of the selected codes.
  • Must Edit – The approval email will have the Approve and Reject buttons removed, and the approver will have to edit the invoice and code it.
2

Email templates

The wording of the invoice approval email can be edited under Business > Settings > Templates as shown below:

ap4

3

How it works - end user

The approver will receive an email and the Review link will take them through to a screen as shown:

please code

In the example above, the user has to add the project code before they can approve (or Reject).