There are times when you need your approvers to also code an invoice. 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 takes action. Edit your Division and page down to the Workflows Create a new workflow with 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.
The wording of the invoice approval email can be edited under Business > Settings > templates as shown below: ap4 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).                
in Invoice Processing Tags: approvals

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