I know that we are able to enable the ability to add annotations including an approval stamp to a pdf, however, is this possible to have done automatically? When the final approver in the sequence approves the invoices, could that designated stamp be placed onto each page of the invoice pdf, in a designated place, then update the pdf attachment in Vista? Could it also add the final approved date and all the initials etc?
If we have to do this for each invoice page for each invoice manually, this will take quite a bit of time (plus the final approver is a manager and will never do this). This would then "prove" to an auditor or customer (when we email them the files using the billing compiler in FC) that the invoice was approved, by whom and when.
Mercedes Green
| Company | SKYGRiD Construction Inc. |
| Job Title / Role | Technology Strategist |
| I need it... | 3 months |
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The stamp is way easier to notice on the pdf attachment when searching through Vista. It would help if the annotation stamp was also a watermark and transparent so the data can still be seen beneath.
This would save us so much work around on our end as well.
Absolutely. When we use the approvals in combination with the Billing Compiler, the pdfs the compiler pulls will have the stamp on it showing the date and whom approved it versus just the invoice ie proves each pdf has been approved visually.
Does the Billing Compiler also include with it the Digital Audit Log for each AP invoice it pulls?
It also allows anyone running an AP Vendor Drilldown report to see the approval stamp on the invoice as it includes the attachments per invoice. It would also allow anyone reviewing the invoices in the Accounting Work Centre, which shows the attachments, who approved what versus having to print another report.
I think it's just a real time saver. We currently manually stamp and initial by hand, then scan into Viewpoint but would like to avoid all of this and have it done digitally.
Is there a business need for the stamp vs the digital audit log?