If you forget to select the routing option, you cannot save any of the information that you spent time already entering. It is wasting time to have to exit without saving and go back in to that invoice and duplicate the entry!
Guest
| Company | Brockman Site Development |
| I need it... | Yesterday...Come on already |
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Good news!
It is possible to convert a regular invoice into an unapproved one.
Here are the steps:
You are entering a Vendor Invoice and realize that it needs to be routed for approval...Complete the invoice, coding all of the lines, etc. THERE IS NO NEED TO CANCEL OUT OF YOUR ENTRY!
Then call that invoice up again (either by entering the Vendor code, Invoice # and Invoice type OR by clicking the Unposted Batch button).
Select the 'Route for approval' checkbox.
It will open the 'More Information' window where you can add/modify the routing code.
Click OK to close the window.
Save the invoice...it is now on its way to the next approver.
Hope this helps!
Geoff