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Issue while invoice approval workflow

Posted: Tue Jul 30, 2013 11:39 am
by viswanadas
Hi ,

We are using "invoice approval workflow". for few of the invoices
we are facing the issue like, once create the invoice and clicked on 'initiate approval' in actions window, the approval status gets changed from Approval: Required to 'Not required' status.

I know in the below cases Approval is not required:
----------------------------------------------------------

Expired Invoices.

Recurring Invoices.

Invoice created before Invoice Approval Workflow Process implemented

None of AME Invoice approval rule satisfied

Could any one help me please....................

its bit urgent in production.

Thanks in Advance.

Sivasankar.

Posted: Wed Aug 28, 2013 1:48 pm
by pinnashanmukh
Hi,

Please check the option of allow empty approval group whether it is set to true, this option make the approval notification as not required, if the approver group is not retrieving the valid approver.

also check the setup of approver group

You can go to the workflow administrator, query the AP Invoice workflow through status monitory, locate the transaction and open the diagram to check which attribute is making no approval required.

Thanks,
Shanmukh

Posted: Thu Aug 29, 2013 6:33 am
by viswanadas
Thanks shanmukh.

It's cleared now.

Re: Issue while invoice approval workflow

Posted: Thu Apr 22, 2021 9:44 am
by veronikatondon
Having worked as a business strategist for more than 8 years, I have stumbled upon many issues with manual Invoice Approval Workflow, such as-
  • Errors due to manual input
    Approval takes too long
    Lack of control and transparency
    Uncertain visibility in manual invoice approval
    Duplicate payments and fraud risks
I switched to Invoicera for streamlining the invoice approval workflow and it has worked great. With this automated software you can-
- Create accurate invoices
- Enable Invoice Approval Process
- Review/edit the invoices
- Define Approval Authorities
- Streamline workflow and more!

I would recommend you to try it out for sure. You can go for the free version first: https://www.invoicera.com/app/sign_up.php?cGxhbklEPTEw&

Find more details here: https://www.invoicera.com/custom-workflow.html