Similar to how there is a button to edit the coding line, have a button in the header and/or lines to edit reviewers (change reviewer group or add a single reviewer). This is very handy when there are multiple projects nearby and gets easy to misroute an invoice, and also when there is a question to be made on the invoice to someone who is not in the reviewer group but was involved with that transaction or should know about it for some operational reason. This is the one ability that all our users miss from CIS/VCM as compared to Keystyle, they used it a lot to reassign a different reviewer group or just to make a question to a previous reviewer or a person in a different location. Now they have to leave the invoice unapproved in Keystyle and go back to Vista and edit the reviewers there.
Guest
| Company | Interstate Highway Construction, Inc. |
| Job Title / Role | Controller |
| I need it... | 1 month |
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Mark, this functionality has not been working for us for some time now. We allow all reviewers to reassign lines, but we run into multiple issues. Would it be possible to explore the option to edit the Reviewer Group rather than adding and deleting reviewers? Issues seem to arise when the Reviewer Group remains one thing in AP Unapproved while the reviewers are changed in the Invoice Review screen in the portal. I can go into more details of the issues we've seen, but we've asked folks to stop reassigning and just call or email AP and ask them to change the Reviewer Group in AP Unapproved.
Thanks!
Aha, found it, thanks Mark!
Hi Luis,
You should see this option (Edit Reviewers) when you click on the invoice item's chevron icon next to Edit. If you don't see it, can you please email me at mark.cadman@viewpoint.com?
Thank you!
Hello Mark, thank you for your reply. We have tried that but we don���t see anything additional in the approval screens, unlike edit of AP Reference where we do see a change if we assign a group. Are we missing something else?
Luis Ponzo
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Hi Everyone,
I have some excellent news! This functionality already exists, but is an advanced setting which may be why you never saw it. Go to Admin > Portal Settings > Check the Advanced checkbox > AP Review > Advanced > "User Group to Allow AP Line Reviewer Editing"
You'll just need to create an employee group in the portal for any invoice reviewers that should have the option to change the reviewers on the line item.
Please let me know if you have any questions!
I like this idea, but have the ability to turn the feature on/off by company, or permissions by user group. We have one company that would like this functionality, but another that wouldn't want to give their users that option
100% agree with this. This is a show-stopper for us converting from VCM to AP Invoice review.