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Bookkeepers who are approving should have new rows go to them automatically

  • Guest
  • May 27 2021
  • Future consideration
  • Attach files
  • Guest commented
    October 06, 2021 07:17

    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

  • Admin
    Gøril Thue commented
    June 21, 2021 10:20

    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

  • Guest commented
    May 27, 2021 12:58

    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.