RE: Change Approved status to Pending Approval
We need to change approval status on historical supplier invoices from “Approved” to “Pending Approval”.
Essentially, what we want to achieve is all historical supplier invoices to be removed from EFT Bill payments, so they can be first reviewed and only if needed go to Bill payment processing (after being approved).
Is there any way to achieve it?
I have created a simple bill approval workflow. But it’s only applicable to newly created supplier invoices. I can’t change it on the historical ones (tried with the CSV- didn’t work).
Maybe it could be some other work around as currently Finance is doing manual approval in Excel for historical supplier bills and then tick the boxes on the EFT bill payments for the approved ones (sometimes it might take them whole day as it might be a lot of transactions).
If Mass Update then what would be the criteria?