Invoice proposal workflows could be made stronger by enabling the propsals to be routed to the Project responsibilities e.g. Project Manager, Project Controller as per expenditure reviewers. The solution would also benefit from functionality to route the proposal to specific contacts against the customer for workflow approval by email
Comments
The capability is already available for other Project Management and Accounting workflows such as Timesheet and Budget approvals. This needs to be extended to the Tax Invoice Proposal.
Category: Project Accounting
Agree that invoice proposal workflows would become a more widely adopted feature if the proposals could be routed to the Project responsibilities e.g. Project Manager, Project Controller as per expenditure reviewers.
Category: Project Accounting
For AP invoice approval the functionality is actually already there: Accounts payable / Policy setup / Vendor invoice expenditure reviewers.
So maybe this can be extended to project invoice proposal approvals or PO approvals.
We definitly need this functionality!
Category: Project Accounting
Actually we need the same functionality on the Purchase order approval workflow as well.
Category: Project Accounting
Administrator on 5/6/2019 3:32:25 PM
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Kim Nelson
PM, Microsoft