Approvals should be able to edit the details coded for the invoice.
Approvals should be able to change the category or details that's coded to the invoice if it was incorrectly added by Dext or the person requesting the approval.
Lizzie Chai
shared this idea
Hi there,
Great news, we've now added the ability to choose which fields are editable during the approval process.
Simply head to your Approval Workflow Settings to define which approvers can edit specific fields at each stage.
Feel free to email me back with any feedback.
Enjoy!
Anna
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Ali Fell (Partner)
commented
Can the approvals workflow be improved? It is currently impossible to make any changes once a payment has been sent from the inbox to approvals. The approver cannot edit it or add any notes, unless you approve it with comment. It would very helpful to be able to edit in approvals or to add comments to rejections and edit buttons so that they can be sent back to the inbox with comments from the approver for action points.
The previous workflow, where approvers could just approve in the inbox, was so much more efficient in processing payments. The latest workflow changes have changes have added 4 steps to my approvals, if they're incorrect. -
Brad Werstiuk
commented
Currently both REJECT AND EDIT sends a document back to the beginning. Please consider the following change:
EDIT: allows an approver to adjust a transaction and keep it moving down the workflow.
REJECT: keep as is ... sends the document back to the beginning