Enhancement to Task and Alert rules using Invoice Status criteria.

18 votes

Currently we have several task and alerts that look for invoices with "A" status. For example, to prevent saving if an invoice is set with "Actual" status and tagged to a dummy vendor/customer/broker. This works only at Voyage save, but not at saving of the individual invoice - especially for Misc/Rev expenses. Which results in users bypassing these alert checks and creating issues for our finance dept. Enhancement would be to fix the task and alert to work at invoice save, not only voyage save.

Under consideration financials tasks&alerts Suggested by: Vanessa Upvoted: 02 Nov, '22 Comments: 1

Comments: 1