Approval and Notification History
Application records the approval and rejection history of a Payables invoice that passes through the Invoice Approval Workflow process.
Here’s how you can view the Approval and Notification History for an invoice.
- Go to .
- Open an existing invoice and go to the Hold and Approvals tab.
The Approval and Notification History section has the following columns:
Column name | Definition |
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Workflow Type | Name of the workflow |
Line | Line number for line-level approval |
Action | Date when the assignee performed an action on the workflow approval notification |
Approver | Name of the approver |
Reviewed Amount | Invoice amount at the time of approver’s response |
Comments | Comments provided by the approver on the invoice |
Hold Reason | Hold reason (displays if the invoice has a hold) |
Approval History Actions
After a user submits an invoice for approval, the application records every action taken on the invoice (including the submission). Here’s a list of actions that you might see.
Action | Meaning |
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Initiated | Approval notification is created because an invoice is submitted for approval. |
Assigned to | Approval notification is assigned to an approver. |
Withdrawn | Submitter has withdrawn the invoice for approval. |
Resubmitted | Invoice is resubmitted for approval after rejection or being withdrawn. |
Automatic approved | Invoice is autoapproved because of a configured rule. |
Automatic rejected | Invoice is autorejected because of a configured rule. |
Acquired by | Approval notification was initially assigned to 2 approvers, but one of them has claimed it by taking an action first. |
Comments updated | Comments are added to the approval notification during the approval process. |
Attachments updated | Attachments are added to the approval notification during the
approval process. Note:
The application doesn’t record history for any attachments added while submitting the invoice for approval. |
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Invoice approval task was escalated by the user, or the application based on the deadline task setup. |
Approved | Invoice was approved by the approver. |
Rejected | Invoice was rejected by the approver. |
Manually approved | Invoice was force approved by a user with administrator privileges. |
Expired | Approval task was expired by the application because of no response by the approvers by the time task deadline arrived. |
The application updates the Approver column every time an action is performed, with the name of the user who performed the action or to whom the action is assigned. The application records Workflow system as the approver in these cases:
- Approval notification is autoapproved or autorejected because of a predefined rule.
- Approval task was escalated by the application based on the task deadline setup.
- Approval task was expired by the application because of no response after the stipulated deadline has passed.