Payables & Cash Management

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    Tony Roff
    Supplier Portal - Invoices Awaiting Approval
    Topic posted October 17, 2019 by Tony RoffBlue Ribbon: 750+ Points, tagged Tip 
    22 Views, 2 Comments
    Supplier Portal - Invoices Awaiting Approval
    I need a report that can track outstanding "Invoice Requests" rather than established "Invoices"

    Hi all

    My team and I are looking to fully utilise the Supplier Portal however, we're currently unable to maintain oversight of the invoices as (to our knowledge) there are no "out of the box" reports that are available to track these Invoice Requests or Approved by requester (and ready to be edited by Accounts Payable).

    For further detail, when the supplier submits an invoice via the portal, it's not classified as an invoice until it is approved by the Requester.

    (Requester is determined upon the email input at point of issuing the invoice).

    When the Supplier submits an Invoice it's actually classified as an Invoice Request instead until the Requester approves and then it turns into an invoice but then Accounts Payable is not made aware of it being approved by the requester.

    If anyone has a report as a solution to this or maybe some extra knowledge on how we can workaround this, it'd be great if you could share!







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