Add "Approve and Re-route" option in invoice approval.
Our A/P Specialist enters invoices, which then come to me for final approval. I would like to be able to route them to someone else for approval after I verify the accounting code.
Stacy Riedl
shared this idea
Thank you for submitting this idea.
We suggest trying this alternative solution:
Add everyone who needs to approve certain accounts as level 3 approvers and then send them an email whenever an account is used that one of them needs to approve so they can go look at the invoice.
We will continue to research the feasibility of adding a more streamlined approve and re-route option to the system. We will keep this Idea open for continued support by the Skyward user community.
Thank you!
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Nikki Chevalier
commented
Right now my invoice approval process is taking a copy of every invoice, sorting them by school & sending out the originals for approval to pay. When I receive the original back, I throw away the copy I made & then input the approved invoice into Skyward. Can someone help me start a more streamlined (electronic) way to get approvals from all the teachers that place orders throughout our district??
Thank you!