Self approve invoice

Sabrina Wong
Sabrina Wong
Name Dropper First Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions


I configured a user in the Database view without self-approval rights. However, she is somehow able to select "approved" under Approval status when adding an invoice under payable. How can I deactivate the "approved" function under Approval status for this user? Thanks

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Sabrina Wong self approval is only for invoice request in Expense Management / older Webportal. IN payables that is a payables rights , that should be called change invoice status. You'd need to remove that right from the security group / role to prevent users from changing an invoice from pending to approved.

  • Sabrina Wong
    Sabrina Wong
    Name Dropper First Anniversary Facilitator 1

    @Kevin Brazell
    Thank you so much for the information. I thought if I changed the invoice status, it will prevent the user from entering invoices under “manage expenses” too. I called the help desk and they told me to go to database view and click and undo the self approval option under the security tab.

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