How can an Approver review/edit Bills?

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:
  1. Tax
  2. Account
  3. Tracking Category
  4. Quantity
  5. Price*
  6. 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 make sure that a Bill is not changed after its 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 contact our Customer Support team if you’d be interested in giving it a try. 



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