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Jul 23, 2019 at 04:15 PM

Request for a report or idea to access Open Supplier Invoice Approval Task

182 Views Last edit Jul 24, 2019 at 12:30 AM 2 rev

Hi ByDesign Experts,

Hope you are all doing well. We have a request to see if we can get the data (Open Approval Task for Supplier Invoices) in the form of a report with additional filter options like Buying company, Supplier ID, Supplier Name, etc., so that it might be good for us to have the Key Users (Functional Leads) of each company to follow up why the Supplier Invoice is pending approval than having the System Administrator to check it on a daily basis.

At this time, this is overwhelming for the System Administrator to follow up with the approval person everyday because we have setup multi level approval process and we have to go into individual document to check where the approval is still pending.

A report is best or any idea to get these data from the system is highly appreciated. Thanks.

FYI, currently, you can see this information in the 'Application and User Management' work center and 'Approval Processes' view but we don't have an option to export the data or add more filter to slice the data that can be shared with the users.