Approving Invoices

Looking to find a way to get invoices approved via NetSuite. Is there a way we can set up each PM’s name and then select a name when creating a ‘Bill’ so it is sent to them for approval, if further approval needed then automatically sends to their manager for approval? Can NetSuite do this or something similar?

Thanks for helping 🙂

Caroline.

Rookie Asked on February 9, 2022 in Vendors.
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1 Answer(s)

When you enable Approval Routing for Invoices, a field “Next Approver” would appear. You can leverage this field for the approval flow. Then you can use SuiteFlow / Workflow to design how you want the approval management to go.

Thanks,

Lea

We do the heavy lifting for your NetSuite Development projects so you can focus on growing your business.

ceanatech.com

Beginner Answered on February 9, 2022.
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