Approve For Purchase Invoice

  • Last Created On May 31, 2024
  • 603
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: 603

Recent Articles

  • Complete Permission Map, FAQ, Troublesho...
    25
  • Approvals, Audit & Usage: Conditional Ad...
    27
  • Providers and Task Model Routes
    27
  • Tools Registry: Tool Contract, Permissio...
    25
  • Knowledge Base Governance: Modules, Assi...
    21

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3383
  • Warehouse
    2734
  • Item Settings
    2301
  • X (Twitter) Analytics
    2161
  • Plaid environment & Setup Your Bank Acco...
    2069