Black Baud Expense Management - Approvers cannot see past invoices

Mikayla Owens
Mikayla Owens
First Anniversary Name Dropper Facilitator 1 2024 Season of Giving
in Blackbaud Financial Edge NXT® General Discussions

Hi,

I am writing as we currently using Expense Management to submit and approve all of our invoices, however a recent issue is that approvers are not able to see invoices they've approved once it leaves their que? Has anyone found a workaround for this? We are not able to give them access to “view all invoices” and we also cannot give them access to view the payables tab - we ONLY want them to see invoices they have approved; it seems strange that Blackbaud does not already have this as a capability - but hopefully I'm mistaken on this. Any help is appreciated on this!

Comments

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

    @Mikayla Owens
    only option would be to give them the right to see all invoice requests. Otherwise no. Once they approve or reject it, it's gone from their box.

  • Mikayla Owens
    Mikayla Owens
    First Anniversary Name Dropper Facilitator 1 2024 Season of Giving

    @Kevin Brazell Thanks Kevin, was scared that may be the case. Do you see any possibility of this being added as a future feature? We have confirmed approvers had this ability in our old system (concur).

    I see it's been added as an idea for some time and is highly voted on so not sure if you have any other insight? Trying to avoid another system change if possible but this is a big issue for our dept. heads.

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