Add an approval button/check box when creating new vendors in A/P

Currently, the A/P employee can create a new vendor, cut a check to such vendor, and depending on company policies, sign the check (or stamp it) without any restrictions. An additional approval option would enable the segregation of duties that auditors like to see. 

  • Guest
  • Nov 17 2017
  • Already exists
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  • Guest commented
    December 15, 2017 17:40

    Blackbaud Chat stated this doesn’t exist… where can I add it or use it?

    Isai Garcia

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  • Marc Seleman commented
    December 05, 2017 12:15

    This can be done depending on where you want to segregate the duties.  You can add the approve invoice option in the business rules.  This would allow one person to create the invoice, someone else to approve the invoice for payment, and then the original person can cut the check.

    You also control this as well as any other duties by how you set up the user security groups that people are part of.


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