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Unapproved invoices report

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Posted on by Community Member

Hi All,

I have been trying to investigate within D365Fo if there is any report available which shows me a list of unapproved invoices along with the approver with whom the invoice is pending for approval?

I know there are reports on pending vendor invoices but they don’t give information on with whom it is pending for approval? Not only invoices but also PR and Po. Can someone help out with this if it’s possible ?

Cheers

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SouravDam 11,730 on at

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RE: Unapproved invoices report

You can check this report in AP > Inquiries and reports > Invoice > Invoices not approved report.

However; I think this topic was discussed before in this forum. Don't remember the subject line of that thread.

Anyway.. for all type of documents, if you want to see the work item is pending with whom and since when; then you can refer to the Workflow history report in Organization Administration module.

Take help of developer to add columns to display relevant details in this report.

I had the same requirement from one client for which we didn't touch the standard "Workflow history" report. Instead; we delivered a new customized report, almost same as workflow history report but added few new columns as required by them.

Details you can pick from workflow history of the document (journal, PO, PR etc..) and explain the developer. That's it.

Attached is the report we developed.

[View:/cfs-file/__key/communityserver-discussions-components-files/765/Workflow-Pending-ItemList.xlsx]

Regards,
Sourav

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Ludwig Reinhard Microsoft Employee on at

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RE: Unapproved invoices report

Hello hariharaniyer,

Agree with Sourav, you can try using the workflow history report but if you try to check and filter things there then you might get a headache.

The best things is creating something yourself.

It does not have to be a system modification though.

If you need a simple excel based report then you can make use of electronic reporting to get the data out of d365fo.

Best regards,

Ludwig

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