Overview:
This feature automatically suggests the PO Raiser as the approver for invoices linked to a Purchase Order (PO). If an invoice is not linked to a PO, the system will remember and suggest the last used approver, ensuring a seamless approval process.
How It Works:
1. For invoices linked to a PO:
When an invoice is associated with a PO, the system will auto-suggest the PO Raiser as the approver. This ensures the appropriate person is selected for approval without manual intervention.
Note: While the system will suggest an approver, the user (accountant) will still need to submit the invoice for approval. The system does not automatically submit the invoice—it only adds the suggested approver's name for convenience.
2. For invoices not linked to a PO:
When the invoice is not linked to a PO, the system will remember and auto-suggest the last approver.
Example:
If you raised a PO and an invoice later arrives that matches your PO, your name will automatically be suggested as the approver when the invoice is submitted for approval.
Can the Approver Be Changed?
Yes. While Ocerra auto-suggest 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).
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.