Invoice Automation - Accountant Workflow - Filtering Results Where You Are the Approver for Non PO View

What Are We Trying to Accomplish?

Sometimes it's easiest to just see invoices that you need to approve.  We now offer a button that allows you to filter the results sets to only items where you are (or were) the approver.  This can be used with the status filter in order to segment your results like to only items needing your attention right now, or to look up past invoices that you have approved.

How Do I Do It?

1) Navigate to the "Non PO Invoices" section

2) On the left hand side above the "Actions" button and next to the "Status" filter, you will see a button called "Where I'm Approver"

New Look Coming Soon:

3) Once you click this button it will limit the results to invoices where you are or were an approver for the invoice.  

4) If you click the button again, it will add in invoices for all approvers.

Pro-Tip - If you are not seeing the invoices expected, remember to check your filters.  Filter settings will remain until they are cleared by you.