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493 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
SUSAN LOTT supported this idea ·
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600 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
An error occurred while saving the comment SUSAN LOTT supported this idea ·
we have for internal control a procedure where a manager approves bills entered by the accounts clerk. The person approving does not necessarily check for correct date or coding, nor should they need to, their main task is to approve that it is a valid charge and okay to pay.
If we pick up that an incorrect date has been entered on a multi-line bill, what a time consuming process to have to delete it and re-enter all the lines!
We need to be able to reverse the approval, edit the incorrect data, and re-submit for approval.