Second Approver for the invoice to authorize.
Hi Team,
It would be great to have the following feature where we have a second approver assigned to an invoice after it has been created.
The reason for this is the second approver must approver the invoice BEFORE it is sent to Xero. You would have a 'send to approval' button for the person raising the invoice and a 'approve/authorise' button for the second approver.
This would allow our team to double check the invoice before it is arranged for payment.It would also be great if we could have an automated email notification once an invoice has been created/assigned for approval.
Hi,
Thank you for taking the time to contact us.
There’s no way to do that at the moment but in the meantime, I recommend assigning roles/user permissions from Settings-> Users and role based on whether user should have ability to authorise sale invoice or not. In this case, 'Sale Task – Invoice & Credit Note authorisation' permission might be useful. Here is the article explaining user permissions.
Thanks,
Sayali Yevale | Cin 7 Core Product Team