Pending approval report

Petrone, Juli

• May 14, 2021 13:56

Hello, 

Wondering if there is a report that we can run, that shows all invoices pending approval, which the names of the user that it is awaiting action from for INVOICES and PRs?

 

Thank you, 

Juli 

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  Kay Capell

  • May 14, 2021 19:37

  Good afternoon Petrone, Juli

  
  Thank you for your question.  There is not a report currently that provides this information in one list, so our recommendations would be: 

   

  From a Property Admin perspective:

  • PRs pending approval can be shown via Purchase Requisition Status Report
  • Invoices pending approval has been raised as an Idea: Invoice Review/Approval Status Report
  • An immediate Invoices pending approval or combination of the two report could be requested as a custom report via your Customer Success Manager

  From a user perspective:

  • If they enable 'Tasks' & 'Notifications' via Edit->Preferences->Communication, then they will get push notifications (instead of emails) & see all of their open approvals, both PRs & Invoices, in their Fourth App/Platform Dashboard

  Please let us know if you have any further questions.

   

  Best,
  Kay
  Fourth

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