dayfrench
Occasional Member - Level 3

invoice reviewer

We have an exec who would like his "chief of staff" to review invoices before the exec approves them. Our workflow is based on HR hierarchy. I know the manager can delegate approval authority to the employee, but he does not want the employee to approve, only to reveiw. We have instructed them to have invoice users insert an approver in the workflow, but that isn't foolproof. Wondering if anyone has any suggestions.

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DeniseC
Occasional Member - Level 1

Re: invoice reviewer

Is your approval workflow set up with approval limits? If yes, you can set up the approval limit for invoice at zero dollars for the "Chief of Staff". Then also make sure to set their invoice approver as the exec. This way all of the "Chief of Staff" invoices should flow to the exec for approval after it is reviewed and submitted.

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