Currently, invoices are routed to the PM for approval as an automatic function. The PM wants to be able to route all invoices to someone else for approval based on a project basis.
The PM and Accounts Payable want this to be an automatic function. We currently have to manually reroute invoices if someone other than the PM is to be responsible for approving invoices.
One possible suggestion is to add a field titled "Approver" or "Alternate Responsible Person" that can be referenced by the accounting system for determining who invoices should be routed to for approval.
Guest
| Company | Dynalectric |
| Job Title / Role | Project Manager |
| I need it... | 1 month |
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In HQ Reviewer Groups you can set up a reviewer group comprised of whomever is desired to review the invoices for a project which is then specified in PM Project.'s Invoice field.