Currently, all our HQ Reviewer Groups are set to everyone except the final reviewer as "Optional Reviewer". When the final reviewer, which is typically an exec, wants to approve an invoice that's waiting on someone before him, he has to approve the invoice for every reviewer one at a time. This means he has to approve something up to 4 times for one invoice (1 for each level of reviewer).
Jon Glenn
| Company | CW Matthews Contracting |
| Job Title / Role | IT Manager |
| I need it... | 3 months |
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Case input. Thanks Michael
It should be working. Send a case in and we will get it resolved.
Michael -- as always thanks for the quick response. I have that set on every single reviewer group already. Jeff (other commenter) tested this for me yesterday. He couldn't see the invoice under his reviewer so he went to mine and reviewed it. He then went to his reviewer and the history shows he reviewed it under my reviewer line, but he was still required to review it under his reviewer for it to go back to AP.
Is there a setting we're missing or do I need to open a case? It sounds like this should be working.
This is a request which will save time, reviewing and reviewing what you just reviewed is not efficient.
On the reviewer group form in Vista, set the up level approval to View and approve self and lower levels. This will allow for cascade approval.