Invoice Approval | Feature Requests

Invoice Approval

complete

Carly Whiting

Managers Approval in Read only Feature

May 20, 2021

John Clements

Can you please add a filter to the Bill Payment tab for Approved, Unapproved or All.

Would have preferred the approval of Invoices to be under "Needs Action" and Bill Payments to be limited to a restricted user set

Mikayla - Farm Focus

marked this post as

complete

You can now approve invoices in the Bill Payments screen.
This can be done individually via the contextual menu (three dots) or in bulk using the tick boxes on the left hand side.
Each invoice will show a 'payment approved' token under status and if you hover over it, you will see further information regarding who approved it and when. 
Further information is linked below. 
https://knowledge.farmfocus.nz/s/article/How-to-create-a-batch-payment-in-Farm-Focus

John Clements

Can you optionally include who requested the invoice, and instead of a true/false for approved, use the ID of the Person that approved the invoice to show 'Approved by:' instead of just "Approved"

Thanks

Mikayla - Farm Focus

marked this post as

in progress

John Clements

Need a payment status on each invoice, waiting approval, on hold, denied, approved. Bill payment will only allow approved invoices. Will need a comment/reason as to why an invoice is not approved.

kirsten lucas

We too would like this feature. We need our manager to approve each invoice individually before we can put them in a batch to be paid. Also from an auditors point of view we need to have the invoices approved for payment by the Manager before the CFO pays them. Thank you.

Carly Whiting

We have 5 Farms with managers us in the HQ accounts payable receivable need to have approved invoices how can we have managers approve invoices when thy are scanned in, paperless a feature for them to log in and approve somehow ????