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Option to Edit Reviewers at AP Invoice Header Level Rather than Line Level
Reviewers for Invoices that have multiple lines that are routed incorrectly must currently be changed line by line. It would be very helpful to be able to choose a different reviewer group at the header level (within Keystyle) and have the invoice line reviewers change on every line.
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Company
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C. W. Matthews Contracting Co., Inc.
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Job Title / Role
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Controller
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I need it...
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3 months
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Drew Coffey
Thanks everyone! Bringing over to review with the team.
I am having the same problems. If anything is added as a line or edited to a line, it seems like it goes back to the start of the process, rather than continuing the process that has already started. Is there a different way to maintain the flow of approvals other than going and manually editing the reviewer groups in viewpoint?
when lines are added, it is not including original reviewers and requires a fix in viewpoint not the portal. It should allow me to add lines with the same reviewers.
Yes I definitely agree!
@Kellie we are having a major issue when lines are added it is rerouting the invoice and not including the original reviewers on the newly added line. We get the error "the line is not visible because the selected reviewer is not assigned to the line" When a line is added it should automatically assign the same reviewers to this invoice, but it's not its removing it all together.
when lines are added, it is not including original reviewers and requires a fix in viewpoint not the portal. It should allow me to add lines with the same reviewers.
In addition to this, on these rerouted invoices, if a reviewer that was added adds additional lines, they are not added as a reviewer to the additional line, so they are unable to see them.