When a PM or other user in the AP Module rejects an Invoice that is in the "Ready" Status, there is no easy way to indicate or see that the invoice was Rejected other than running a separate report. If it was indicated that it was Rejected, then it could be easily addressed as perhaps it was just routed to the incorrect person. Or at least you can see which ones are truly "Not Ready", "Ready" or have been "Rejected".
Guest
| Company | SM Hentges & Sons |
| I need it... | Yesterday...Come on already |
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At present, when an invoice is rejected, it remains in a status that can make it unclear who is responsible for the next step—especially if no changes are made by the approver after rejection. To improve clarity and ownership, I propose that:
This change would ensure:
Clear handoff back to AP for resolution or correction
Improved visibility of rejected items in our workflow
Reduced risk of delays or invoices remaining in limbo
Better tracking of invoice lifecycle and accountability
This adjustment would also align with how other workflow statuses are handled and make it easier to manage rejections systematically instead of relying on email follow-ups or manual tracking.