Question | Answer |
|---|---|
I don’t want the same Order approvers to approve an invoice. Do I need to setup a new approval group? | No. Each approval group has a separate approval chain for each module so you can add and remove approvers and set different approval limits. See Approval Group setup page |
When approving invoices I only want the department head to approve if the order does not match the invoice. Is this possible? | Yes! Go to Setup → Approval Setup → Select the Approval Group then go to Invoices. Then open the user you want this to apply to and tick Skip if PO Matches Invoice. Then Save the configuration.  |
Do I still need to stamp every invoice and write the tran number and all the coding? | No. Each invoice creates its own audit report showing all that information as well as a history of PO changes and an activity log. So there is no need to keep a manual sheet attached to a PO showing what invoice was paid. |
The OCR is not picking up all the correct information. Any way to fix? | No OCR is perfect but our plugin does a pretty good job. From our testing it seems to struggle with the Order# the most. You can add a comma separated list of values to search for via Setup → Invoice OCR Setup → selecting the Description and then adding values to the Search field.   |
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