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:
Note: If you would like to make the approval page read-only while still allowing edit access to the job and other elements at the line level, you can configure it as follows:
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:
