Ocerra now automatically populate the approver's name in the invoice approval dropdown, based on the user who raised the Purchase Order. This happens by default and does not require any configuration.
How It Works
Assigning the Approver:
When the invoice is created, the system will automatically assign the approver’s name in the "Approver" dropdown based on the user who raised the PO. This helps streamline the approval process by pre-filling the approver information.
Manual Submission:
While the approver is pre-selected, a user (accountant) must still submit the invoice for approval. The system does not automatically submit the invoice for approval; it only adds the approver’s name in the dropdown list for convenience.
Example:
If you raised a PO and an invoice later arrives that matches your PO, once the invoice is submitted for approval, you will automatically be listed as the approver.
Can the Approver Be Changed?
Yes. While Ocerra auto-fills the PO raiser as the approver, this is not locked.
If someone else should review or approve the invoice:
The approver can be manually changed before or during the approval process (depending on your workflow permissions).
Key Benefits
Faster approvals – The right person is selected automatically
Better accountability – The PO owner stays involved in the process
Less manual effort – No need to search for the correct approver each time
Do I Need to Set This Up?
No setup is required. This behavior is now the default in Ocerra for invoices matched to Purchase Orders.