Procedures Use the procedures in this section to configure the approval flow for creditor invoices. Related Topics:Set Up Role-Based Creditor Invoice Approvers Use the Creditor Invoice Approval submodule in the Company Approvals module under Settings to assign approvers based on invoice type. When an invoice reaches status 20 or above, WorkBook automatically assigns it to an approver based on the invoice type. Delete Creditor Invoice Approver Roles Use the Creditor Invoice Approval submodule to delete creditor invoice approver roles. Update All Entries with Creditor Invoice Approvers Use the Creditor Invoice Approval submodule to update all entries with creditor invoice approvers. Search for Creditor Invoice Approver Roles Use the Creditor Invoice Approval submodule to search for creditor invoice approver roles. Enable Active Status of Creditor Invoice Approver Roles Use the Creditor Invoice Approval submodule to enable the active status of creditor invoice approver roles. Add New Creditor Settings Approvers Use the Creditor Invoice Approval submodule to add new creditor settings approvers. Delete Creditor Settings Approvers Use the Creditor Invoice Approval submodule to delete creditor settings approvers. Hide Inactive Creditor Settings Approvers Use the Creditor Invoice Approval submodule to hide inactive creditor settings approvers. Include Creditors from All Companies Use the Creditor Invoice Approval submodule to include creditors from all companies. Search for Creditor Settings Approvers Use the Creditor Invoice Approval submodule to search for creditor settings approvers. Enable Active Status of Creditor Settings Approvers Use the Creditor Invoice Approval submodule to enable the active status of creditor settings approvers. Allow Moving of Creditor Settings Approvers Use the Creditor Invoice Approval submodule to allow the moving of creditor settings approvers. Skip Creditor Settings Approvers if Approved by Minimum Approvers Use the Creditor Invoice Approval submodule to skip creditor settings approvers if approved by minimum approvers. Add New Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to add new creditor finance account approver roles. Delete Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to delete creditor finance account approver roles. Hide Inactive Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to hide inactive creditor finance account approver roles. Include Finance Accounts from All Companies Use the Creditor Invoice Approval submodule to include finance accounts from all companies. Search for Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to search for creditor finance account approver roles. Enable Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to enable the active status of creditor finance account approver roles. Allow Moving of Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to allow the moving of creditor finance account approver roles. Search for Creditor Authority Approvers Use the Creditor Invoice Approval submodule to search for creditor authority approvers. Edit Creditor Authority Approver Field Values Use the Creditor Invoice Approval submodule to edit creditor authority approver field values. Parent Topic: Creditor Invoice Approval HomeWorkBook Online HelpSettingsCompany ApprovalsCreditor Invoice ApprovalProcedures
Procedures Use the procedures in this section to configure the approval flow for creditor invoices. Related Topics:Set Up Role-Based Creditor Invoice Approvers Use the Creditor Invoice Approval submodule in the Company Approvals module under Settings to assign approvers based on invoice type. When an invoice reaches status 20 or above, WorkBook automatically assigns it to an approver based on the invoice type. Delete Creditor Invoice Approver Roles Use the Creditor Invoice Approval submodule to delete creditor invoice approver roles. Update All Entries with Creditor Invoice Approvers Use the Creditor Invoice Approval submodule to update all entries with creditor invoice approvers. Search for Creditor Invoice Approver Roles Use the Creditor Invoice Approval submodule to search for creditor invoice approver roles. Enable Active Status of Creditor Invoice Approver Roles Use the Creditor Invoice Approval submodule to enable the active status of creditor invoice approver roles. Add New Creditor Settings Approvers Use the Creditor Invoice Approval submodule to add new creditor settings approvers. Delete Creditor Settings Approvers Use the Creditor Invoice Approval submodule to delete creditor settings approvers. Hide Inactive Creditor Settings Approvers Use the Creditor Invoice Approval submodule to hide inactive creditor settings approvers. Include Creditors from All Companies Use the Creditor Invoice Approval submodule to include creditors from all companies. Search for Creditor Settings Approvers Use the Creditor Invoice Approval submodule to search for creditor settings approvers. Enable Active Status of Creditor Settings Approvers Use the Creditor Invoice Approval submodule to enable the active status of creditor settings approvers. Allow Moving of Creditor Settings Approvers Use the Creditor Invoice Approval submodule to allow the moving of creditor settings approvers. Skip Creditor Settings Approvers if Approved by Minimum Approvers Use the Creditor Invoice Approval submodule to skip creditor settings approvers if approved by minimum approvers. Add New Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to add new creditor finance account approver roles. Delete Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to delete creditor finance account approver roles. Hide Inactive Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to hide inactive creditor finance account approver roles. Include Finance Accounts from All Companies Use the Creditor Invoice Approval submodule to include finance accounts from all companies. Search for Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to search for creditor finance account approver roles. Enable Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to enable the active status of creditor finance account approver roles. Allow Moving of Creditor Finance Account Approver Roles Use the Creditor Invoice Approval submodule to allow the moving of creditor finance account approver roles. Search for Creditor Authority Approvers Use the Creditor Invoice Approval submodule to search for creditor authority approvers. Edit Creditor Authority Approver Field Values Use the Creditor Invoice Approval submodule to edit creditor authority approver field values. Parent Topic: Creditor Invoice Approval HomeWorkBook Online HelpSettingsCompany ApprovalsCreditor Invoice ApprovalProcedures