Approve For Purchase Invoice

  • Last Created On May 31, 2024
  • 188
0 0

1. First, you create an approval process for Purchase invoice at Settings/ Approval

If your process has multiple approvers, when you enable the "Only 1 person needs to approve the transaction" option, your transaction will only need approval from 1 person.

2. Go to Invoices menu under the Purchase module, create an invoice -> then go to purchase invoice detail and select Send approval request--> The approver will receive a notification requesting approval.

3. Log in with your approver account and select Approval.


4. When approved, you can make a payment on this invoice 

Notes:

- For approved purchase invoices:you can view details and delete

- Only create payments and apply debit note for purchase invoices with Approved status

- When creating payment in purchase order details: purchase invoice is automatically created and automatically Approved (even if there is an approval setting for purchase invoice).


Views: 188

Recent Articles

  • Manual check-in/check-out
    45
  • Updated features in version 1.0.2 – Serv...
    53
  • How to receive notification before produ...
    49
  • Create and Approve FAF Request
    167
  • Role as a Business Broker
    62

Popular Articles

  • Warehouse
    914
  • Item Settings
    729
  • General Accounting Settings
    727
  • Mapping Setup
    687
  • Inventory Receiving Voucher
    575