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      Filter invoices and POs by next approver

      Ability to filter invoices and POs in review by next approver

      This ability allows users to filter both invoices and POs by next approver within the 'In Review' tab, offering further clarity into identifying next-level approvers set up in approval workflows. This function also works alongside the follow-up action to resend approval emails.

      Note: All platform users have access to this function.

      Spend Management - 4x4 (4)

      1. On the platform, navigate to the Accounts Payable tab on the sidebar and select either Invoice Management or Purchase Requests.

      2. From either drawer, select the In Review tab to see all of the details about your invoices and POs currently being reviewed.

      3. Click the Add Filter button at the top left to reveal a dropdown menu. Create this new filter by selecting Next Approver from the dropdown menu.

      4. When Next Approver is selected, identify each name of your Finance Approver (FA) to filter by)

      5. When the filter is created, it will only show all of the relevant invoices or purchase requests that fit within the boundaries set by the filter, making it easier to identify each request by next approver.

      Check out our platform demo below to view a walkthrough of this latest feature as well as other enhancements.