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If you have access to bookkeeping and are an approver, Process should take your approver role into account when you create rows on invoices which you are approving - this is, the new row should be automatically distributed to you. At the moment this does not happen

Hi,

thanks for your suggestion!

We will provide an update as soon as a decision on this proposal is made.

Regards

Gøril Thue

Product manager

Compello PROCESS

Scenario 1 - how it is today - GOOD

You are an approver. You open your invoice and if you create more rows, the new rows are distributed to you automatically

Scenario 2 - how it is today - GOOD

You are a bookkeeper. When you create new rows they are not distributed to you (that would be silly)

Scenario 3 - how it is today - BAD

You are an approver and a bookkeeper. When you work with an invoices that has been sent to you for approval and you create new rows, they are not distributed to you. You have to do it yourself, row by row as you can't do it from the header when row one has already been sent to you

What we want instead

You are an approver and a bookkeeper. You open an invoice that has been sent to you for approval so row one is distributed to the logged in user, who is also a bookkeeper.

You create new rows on this invoice, and they are automatically distributed to you - ie, it works like scenario 1, so long as you are in an invoice that has been sent to you.