How can an Approver review/edit Bills?
ApprovalMax allows Approvers who were added to the first step as Reviewers to review and edit Bills during the approval process according to the defined rules:
Fields available for modification are:
- Tax
- Account
- Tracking Category
- Quantity
- Price*
- Bill attachments**
*The total Bill amount for each line item should not be changed if the fields Qty, Price or Tax have been altered; otherwise, you will see this message:
** Reviewers can also add/remove Bill attachments during their review:
Please note: Bill editing is only available in the very first step of the approval process. It is designed this way to ensure compliance — to ensure that a Bill is not changed after approval by a particular Approver.Please note: there is no specific order for the Reviewers to check Bills. However, if a Reviewer makes changes and the other Approvers in the step have already approved that Bill, the approval process will restart from scratch.*On request, a feature for changing the Item Description is available (in beta). Please get in touch with our Customer Support team if you'd like to try it.
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