Workflow – Posting to GL between two states/ approvals – Vendor Bill
Hello! I am having trouble figuring out how to create a vendor bill workflow. This is what the workflow currently does.
- User creates bills, hits “submit for approval”
- Bill goes directly to first approver (controller) for review and approval.
- This is where the issue is. Ideally after the Controller approves it should go directly to the GL and still be on payment hold. Right now it isn’t.
- Bill goes to Department head for final approval. Once department head approves it is released from payment hold and put into the payment que.
After the controller does the initial approval, is there a way to post the bill to the GL prior to the department head approval? Right now the bill doesn’t post to the GL until the department head approves and that is an issue because it isnt approved right away.
The controller would like to review the bill prior to it being send to department head to make sure everything is correct.
If there is a way – can you please let me know what needs to be added?