See NetSuite Invoices that bypassed the approval workflow

See NetSuite Invoices that bypassed the approval workflow

It is possible that some of your Invoices were approved for payment directly in NetSuite and, therefore, bypassed the approval workflow.
In ApprovalMax, you can build a report to track all such cases.


This is how you do it:

First, activate the settings in the approval workflow

  1. Select your Organisation in the main menu and open Approval workflows under Workflows and settings:


  2. Open the Invoice workflow and click on the Gear icon. Then activate the FRAUD DETECTION - BYPASSING THE APPROVAL WORKFLOW setting:


    This will allow ApprovalMax to pull all requests that were approved directly in NetSuite.

  3. Update the approval workflow to save your changes.

Next, set up a report

  1. Select your Organisation in the main menu and navigate to Request Reports under Reports.
  2. Click on the NEW REPORT button:


  3. Activate the checkbox next to Invoice and click on NEXT:


  4. Apply filters and click on NEXT:
    1. Fraud risk - Resolved directly in NetSuite

  5. Select the columns you want to see in the report and click on NEXT.
  6. Name your report and click on CREATE:




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