WebInvoicing Approval by Group, not Individual user

Rather than specifying a path for WebInvoicing approval per user, it would be helpful to specify by Group. Approval path would look like "First review Group, Final review Group" and then assign users to Groups. Any user in the assigned Group would be able to review/approve an invoice and bump it to the next level of review.

  • Elizabeth Piper
  • Jun 6 2019
  • Future consideration
Expense Management
  • Attach files
  • Julia Petit commented
    June 10, 2019 20:23

    Hi Elizabeth, thanks so much for the feedback on this one. We are currently doing some research in to how to best address some of the pain points of WebInvoicing. As we start that process, if you'd be open to future calls on this we'd love to hear from you. To help get us started, would you be able to fill out the link below and tell us what area(s) you'd be most interested in helping us out with? https://www.blackbaud.com/info/discovery

    Thanks!

    Attachments Open full size

Related ideas