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Vendor disbursesment workflow - allow edit and review

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I have created a supplier/vendor disbursement workflow with two stage approval. However, the approvers at each stage would like the ability to view the invoice images attached to the invoice journals.

You can view the images from the 'Settle transactions' menu item within the payment journal, but once the journal is submitted to workflow the 'Settle transactions' button is greyed out.

Does anyone know if you can enable the 'Review/Edit' functionality within the workflow, therefore allowing the approvers to easily navigate to the invoice images?

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SouravDam 11,732 on at

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Hi Gerard Cabral,

In vendor disbursement workflow configuration, no edit or review option is available. Therefore; approver can only view the submitted journal and decide the action on this.

What you can do is;

--- Either you can add the same invoice image in vendor payment journal creation form.

--- Or you can add this in vendor payment journal line form.

--- Else, you can add the same image in Workflow > View history form.

I think, if you add the image in any of these area; the approver would be able to view the image when the work item triggered to them for approval.

Above screen shots have been taken from D365 for your understanding.

Kindly check from your end and update in this forum.

Best regards,
Sourav Dam

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Ludwig Reinhard Microsoft Employee on at

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Hello Gerard,

From the settlement form you should be able to drill down to the original invoice document where you can see the image attached. This requires, however, a couple of clicks for each and every settlement line / invoice that you want to pay.

Do you have a workflow in place for approving incoming vendor invoices?

Best regards,

Ludwig

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André Arnaud de Cal... 305,624 Super User 2026 Season 1 on at

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Hi Gerard,

As the settlement form has been disabled you can use a workaround to first go to the vendor; then find the open transactions. If you need more convenience, you can consider a customization.

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SouravDam 11,732 on at

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Hi Gerard Cabral,

Have you got chance to check the comments shared in this thread? Is this sorted out or still any challenges left?

Appreciate if you kindly update.

Best regards,
Sourav Dam

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