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Retrieve Approved Invoices

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Posted on by ZS-04101531-0

Hello everyone,

Employee A has delegated her invoice approval to her boss B because she is OOO.
A is set up in the workflow to approve invoices to B so that A can verify and record them in PO trackers before B's approval.
Since all invoices are now being delegated directly to B who's the only person been verifying and approving them – but A still has to record them into the trackers.

Is there any way we can retrieve just the invoices that B have approved since A’s delegation started (i.e., 11/29 - 12/29) so that B can save them into a folder for A to record and file when A returns?

Your assistance would be great appreciated.

Thanks,

James

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Ramit Paul 22,799 Most Valuable Professional on at

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Hi,

As per my knowledge, there is no such report like this where you can see the approved invoices for delegation of A.

However, it can be built as a custom logic in workflow history page as "Approved by"

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Kevin Xia Microsoft Employee on at

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Hi,

As Ramit said, there's no such standard out-of-the-box functionality, and you can customize the reporting method to meet your needs.

Best regards,

Kevin

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