Addcomment on invoices awaiting approval
I've noticed that invoice approvals are sometimes delayed for valid reasons, such as awaiting further clarification or documentation. Currently, we have no way to add a comment while the invoice is still pending approval—comments can only be added after an invoice is either approved or rejected.
This limitation creates unnecessary follow-up work, as we have to chase approvers directly to find out the reason for the delay. If there were an option to add a comment or note while the invoice is still pending, it would:
Allow approvers to provide context if they need more time or information
Reduce back-and-forth communication
Help track the status and reasoning behind delays more transparently
It would be a simple change that could save a lot of time and confusion in the process.
Rachel Barron
shared this idea
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Kathleen Mallari
commented
When an item is sitting in the Approval inbox (assigned to an approver) there should be able to have a comment field they can add to e.g Approver can add a comment saying they are disputing an invoice with a supplier. This allows the A/P officer to know that it is underway and not just sitting there with no action. This avoids back and forth communication outside of Dext.
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Alister Sides
commented
I would like to see Approver to be able to mark item as "On Hold". This will allow accounts people to see the invoice is being worked on, not just overlooked. Ideally a notes box would open when this option was selected and a brief note could be added - ie like "Checking price with supplier".