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24D AR Transaction review and control approval

edited Jan 7, 2025 5:20AM in Receivables & Collections 7 comments

Summary:

Hi, we are trying to setup rules for multiple (Hierarchy) approvals for AR Transaction (Manual Invoice and Credit Memo).

Scenario: For Transactions with Amount<0 - Auto approve and with Amount>0, the AR invoice should be approved by User A followed by User B and finally by User C. It should end up in "complete" status only when the final user C approves the transaction. Is this scenario possible with the new feature Transaction review and control approval introduced in this release 24D?

Version (include the version you are using, if applicable):

24D

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