Overview
- When an approver is unavailable, it's essential to keep your invoice approval process moving smoothly. Ocerra allows you to change the approver on an invoice easily, ensuring no delays in your accounts payable operations.
Follow these steps to assign a different approver to an invoice:
Step 1: Navigate to the Invoice
- From the Invoices list, locate and click on the invoice you wish to update.
Step 2: Access the Workflow Tab
- With the invoice open, navigate to the Workflow tab located at the bottom of the invoice screen. This tab provides access to the invoice's current workflow status and options for modification.
Step 3: Transition to a New Approver
- Within the Workflow tab, look for the Transitions section. This area displays the potential actions that can be taken on the invoice's workflow.
- Click on the Change Approver line. This option allows you to reassign the invoice to a different approver within your organisation.
Step 4: Select a New Approver
- After clicking Change Approver, a dropdown menu or a list will appear, displaying the names of other approvers in your organisation.
- Select the name of the new approver you wish to assign to this invoice. Choose someone who can promptly review and approve the invoice to maintain efficient processing.
Step 5: Save Your Changes
- Once you have selected the new approver, ensure to click Save to apply the changes. This action updates the invoice's workflow status and sends a notification to the new approver about their pending approval task.
Additional Tips
- Communication: It's good practice to inform the original and new approvers of the change. This ensures transparency and understanding within your team.
- Review Regularly: Regularly review invoices in the approval process to identify any potential delays or bottlenecks.
- Training: Ensure all potential approvers are trained on how to use Ocerra and understand the approval process. This preparation helps in seamless transitions when changes are needed.