Administration: Improvements in the approval process

Classification:  USEFUL

 

We have made some improvements to the approval process that were released earlier this year.

Improvements in the approval process:

  • If the Delete option is used, it no longer removes the approval request for the selected user. The Delete option is only available if there is more than one approver.

    • The approval record is displayed with a red approved icon and a note telling who deleted the request.

    • Deleting the approval request means that the selected user does not need to review it, and no one needs to review it on their behalf.

  • New Request approval option available on document level. If you are allowed to approve your own document, this option can be used to send the request to someone else.

  • Changes to the message for amount limit approvals that has been misleading when approved.

  • It will be possible for the document assignee to add and change the approver.

  • Clicking the Approve icon in the Approvals tab of the Supplier invoice management (SIM) application will no longer go via a popup.

 

Read more about the approval process here

View our webinar regarding the approval functionality here

 

Release date: 4 October 2022