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
Pending approval report
0 votes
Linked Ideas
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
Kay
Fourth
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