When a reviewer adds a new line to an invoice, the new line disappears upon saving if this reviewer is not part of the reviewer group or is not the first in sequence (line goes to first sequence in default set of reviewers). If the reviewer is able to add a line is obvious that he should be in the reviewers of that new line. This would be solved by automatically adding the current reviewer with sequence 0 whenever a new line is added and the reviewer is not in the reviewers that default by system in the new line, so the line doesn't disappears and reviewer can properly balance the invoice and approve right there.
Guest
| Company | Interstate Highway Construction, Inc. |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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We have this issue when an invoice needs to be split. The reviewer is able to add a new line but can't approve it since they can't add the reviewer group at the same time. There is a portal setting that allows certain users to edit reviewer groups but that doesn't help for a new line that doesn't have a reviewer group and therefore puts the invoice back into Not Ready status.
Thank you for your reply Mark, we appreciate you care. Unfortunately allowing reviewers to approve for themselves and lower sequences causes more problems than fixes for us, because there's a reason why we sequence in the order we do that is then lost with this setting. Same with disabling the requirement for the invoice to balance, it opens a can of worms. I understand these are workarounds where we choose what to have and what to let go in the meantime, but we believe our suggestion is the best course for a better product and we hope you implement it some day.
Hi Luis,
Have you considered allowing your reviewers to approve themselves and lower sequences? This should resolve the issue with the line disappearing as long as the reviewer adding the new line is a reviewer on the header of the invoice or on that new line. Here's an article that talk about this in more detail:
https://www.keystyledata.com/kb/#KB/OfficeTools/Recommended_usage_for_AP_Invoice_Review_when_using_HQ_Reviewers_with_the_View_and_Approve_Self_Only_options_in_the_Vista_Reviewer_Group_Info.htm
Thanks!