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When deactivating a reviewer, automatically remove them from all assigned invoices.

Deactivating a user is helpful, but when they leave the company, you have to dig to find each invoice the reviewer is assigned to then manually remove them from the review process.

  • Claire Belisle
  • May 15 2018
  • In Review
Company New South Construction Company
Job Title / Role Controller
I need it... Yesterday...Come on already
  • Attach files
  • Guest commented
    October 11, 2023 06:15

    I have approximately 500 lines of APUI to remove a reviewer from and I don't even want to try to work out how long that will take. And I need to do it so that invoices can be posted and paid. As others have said, when we add a reviewer to a group, it asks to add them to all APUI, so surely it is a simple fix to remove them from all APUI when they are made INACTIVE.

  • Scot Strickland commented
    January 30, 2021 20:24

    An option to remove the reviewer from all active invoices when deactivating them in a Reviewer Group, similar to the option to add a new reviewer to all open invoices when adding them to a Reviewer Group would be a great timesaving option for this issue.

  • Claire Belisle commented
    June 05, 2018 11:31

    We use reviewer groups by job, so when we deactivate someone, we need them gone. We have to manually remove them from all open invoices, then delete them from the group. Since adding a new person to the group gives the option to automatically add them to all unapproved invoices for that reviewer group, it would be pretty easy to re-add them to all open invoices in case it was an accidental removal.

  • Eric Vasbinder commented
    June 04, 2018 20:50

    This is a great idea.  However, I am wondering how you might envision addressing the situation where the user is first deactivated (perhaps by mistake), then needs to be reactivated. 

    In this situation would it be acceptable for the user to be manually "re-added" as a reviewer to the invoices that they need to approve?

  • +58

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