Currently AP Unapproved Invoice Entry allows for an invoice to be approved without coding. Then, AP has to remove the approval, add coding and send back or re-approval. We are requesting that un-coded invoices cannot be approved, that all invoices sent for approval must have accepted coding.
Stacey Steinberg
| Company | Summit Materials |
| Job Title / Role | Application Support Specialist |
| I need it... | 6 months |
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We have added the ability to set 'approve with missing info' at the Reviewer level. If the option is not checked then that reviewer can only approve if all coding is provided
Good news - we are exposing this flag at both the Reviewer level in HQ Reviewer Setup and when assigning reviewers in AP Unapproved Invoice Entry - so a reviewer can be allowed to approve with 'missing info' even if they are not a member of a Reviewer Group. Look for this in our 6.16 release due out in March 2018
If you are using HQ Reviewer Groups, there is a flag that can be (un)checked that states the reviewers cannot approve with missing data. However, this flag is only on the reviewer group not on the HQ Reviewers
Is this a training issue for your Reviewers? Why are they approving w/o proper review? Who is responsible for coding, Accounting or Operations? Is an Accounting person assigned as a final reviewer to confirm all coding has been provided?
FYI - setting the 'action on changed data' in HQ Reviewer Groups to 'clear prior approval on changed data' will automatically remove all approvals and rejections, redirecting the invoice back through the review process and triggering a new set of notifications.
A final validation is always required to insure valid coding before an approved invoice can be posted as an open payable.