Default approved by setup in AP Invoice register

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Posted on by Ramit Paul

22,797 Most Valuable Professional

Hello,

Is there any way to setup a default "approved by" in AP invoice register and Invoice journal both?

Note- this is not about workflow but about the field in invoice register and invoice journal.

Regards,

Ramit

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Ludwig Reinhard Microsoft Employee on at

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Hi Ramit,

Yes. If your system user is assigned to an employee then this employee will default whenever you create an invoice journal/registration journal.

Best regards,

Ludwig

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Elsa Guo on at

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Hi,

Yes, Maybe you can go to->System administration->Security->Security configuration, different roles have different duties and privileges.

You can make some Settings to meet your business transaction needs.

Regards,

Elsa

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saurabh bharti 15,039 Moderator on at

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Hi ramit,

1. create worker in HR module

2. Navigate to Sys Admin> Users > Edit user > Map person which HR module

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Degandt Leonie 7 on at

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Hello,

I also have the same requirements but I don't seem to get this working. I have an user with an HR user but the field approved by is still blank when I create an invoice register. Is there any other setup that I need to do?

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N.Heremans 39 on at

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I have the same issue.

Invoice Journal, it gets filled in automatiically, but in the invoice register it stays empty and I'm obligated to enter it myself.

Have you already found a solution to this?

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Samanth 517 on at

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When the Vendor invoice register approved feature is enabled, the AP clerk can decide if the Approved by field is mandatory. Go to Accounts payable parameters > Invoice > Invoice register, and set the Approved by field to one of the following values:

Required – The Approved by field must be set before the invoice register journal can be posted.

Optional – The invoice register journal can be posted without approval.

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