In Vista, a reviewer can look at invoices that are below their thresholds by going into AP Unapproved Invoice Status form and choose the Group then Show Unapproved. All invoices for that group will show, no matter the amount.
In Keystyle they can only see invoices that meet their thresholds only.
How do we replicate this form in Keystyle? Our managers still want/need to monitor what the reviewers below them are reviewing to potentially find issues. They then can see if there are a bunch of invoices still sitting unapproved, without having to log into Vista, checking the Status form or running reports.
Mercedes Green
| Company | SKYGRiD Construction Inc. |
| Job Title / Role | Technology Strategist |
| I need it... | 1 month |
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HI Michael,
That will only work for those invoices that meet their thresholds. For example, if Seq 2 approver has a $5,000 threshold, even if they uncheck that checkbox in FC, they will not see any invoices that are under $5,000. They can only see this if they log into Vista then go into the AP Unapproved Invoices Status form.
Hi Mercedes,
Your reviewers should uncheck the button on the grid that limits the grid to only show invoices awaiting their sequence.