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Status Potential for future consideration
Created by Guest
Created on Sep 22, 2022

To Review/Approve

When an Account Manager (in the “To Approve” box) changes the coding to an invoice, they do not wish for it to go back into “To Review.”

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  • Guest
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    Feb 27, 2025

    Agillink team, at the Account Manager level when approving, if we make any changes to an AP invoice we have to submit the invoice, retrieve it from the "To Review" inbox to approve, retrieve it again from the "To Approve" inbox to approve once more. Combined with the platform's general slowness, this process is highly inefficient. Would appreciate it if your team could prioritize addressing this issue.

  • Guest
    Reply
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    Feb 5, 2024

    CNB team, please reconsider setting this as a priority, it can be time consuming as the Account Manager has to pull up each invoice again through the "To Review" box in order to re-approve it.