If you are a Business Essentials user who is looking to enable additional productivity to their organization, empower your users to approve Invoices digitally. Whether you're remote or in the office, you can send invoices to up to users in serial, enabling them to take action by Approving or Rejecting an invoice. Once an Invoice is actioned, it is routed back to Accounting for manual entry into an Accounts Payable system for payment.
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In preparation, the following fields must be added to your Business Essentials Database.
Approval Status
- In Process
- Not Applicable
- Pending Level 1
- Pending Level 2
- Approved
- Rejected
- Complete
- On Hold
Create two lists named as outlined below containing the usernames/emails of anyone who will be approving documents.
Approver (First)
Approver (Second)
Field Creation
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