Approve For Purchase Invoice

  • Last Created On May 31, 2024
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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).


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