Send Approval Request

When an approval group has been selected, an approval request can be sent.

The field "Send Approvals" is automatically filled in with the next user who should approve. When the approval request is first sent, it is filled in with the user who is no. 1 in the sequence in the approval group.

The approval user receives an email with the approval request if that functionality has been set up in the system.

The status of the invoice changes to "Pending Approval".

According to the workflow, it is not possible to post an invoice that is pending approval; it must first be approved.

The user sees the approval request in "Requests to Approve". See more details here.

This process can be viewed in approvals. See more details here.