Credit Memo Approvals

Lori Harris

I am wondering if anyone else would like to see Credit Memos go through an approval process? Our Accounts Payable office does not see these before they are applied to invoices, so they can't check for correct accounting, dates, amounts, etc. We have had quite a few that are not applied correctly and have caused issues.

Beckie Osterman

@Lori Harris We would love to have a credit memo go through the approval process! We would also like to be able to enter a negative line item when creating an invoice in Expense Management!

Sylvia Cook

@Beckie Osterman Agree on both points.

Crystal Bruce

@Lori Harris Hi! If this is a feature idea for the product, can you please put it in the ideas bank - that way other members can vote on it!