Overview:

  • Configure what approver can edit on the approval page.


By default, Approval page is in a read-only format. However, you can give a permission to an approver to edit approval page the same way you can edit it on the invoice page.


Giving permission to edit approval page

  • Navigate to Settings - General - and enable Can Edit On approval page parameter and click save:



This permission will change the Approval Page layout to the Invoice Page layout. Approvers can still only see invoices assigned to them.


'Can Edit On Apprv' enabled:


'Can Edit On Apprv' disabled:


Permission to edit Custom Fields

You may have custom fields setup in Ocerra and you can give approvers permission to edit it on the document.


  • Go to Settings - Custom Fields - and enable what can approver edit in the Can Approver Edit column:

Editing Extension Columns

You may have extension columns setup in Ocerra and you can give approvers permission to edit it on the document.


  • Go to Settings - Extension Columns - and enable what can approver edit in the Can Approver Edit column: