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Retrieve Approved Invoices

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Posted on by ZS-04101531-0

Hello everyone,

Employee A has delegated her invoice approval to her boss B because she is OOO.
A is set up in the workflow to approve invoices to B so that A can verify and record them in PO trackers before B's approval.
Since all invoices are now being delegated directly to B who's the only person been verifying and approving them – but A still has to record them into the trackers.

Is there any way we can retrieve just the invoices that B have approved since A’s delegation started (i.e., 11/29 - 12/29) so that B can save them into a folder for A to record and file when A returns?

Your assistance would be great appreciated.

Thanks,

James

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Kevin Xia Microsoft Employee on at

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Retrieve Approved Invoices

Hi,

As Ramit said, there's no such standard out-of-the-box functionality, and you can customize the reporting method to meet your needs.

Best regards,

Kevin
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Ramit Paul Most Valuable Professional on at

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Retrieve Approved Invoices

Hi,

As per my knowledge, there is no such report like this where you can see the approved invoices for delegation of A.

However, it can be built as a custom logic in workflow history page as "Approved by"