Approving invoices in

Yosha Branch
Yosha Branch
Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

I have noticed when I approve an invoice in “My invoice request approvals” it doesn't approve, it changes it to “pending” status. I have to go back into the vendor and approve the actual invoice, for the status to change to “approved”.

This wasn't the case before

How can I change it back to where I approve it in My invoice request - it's approved?

Comments

  • Kristy Soular
    Kristy Soular
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Yosha Branch

    I think this is the setting you need to uncheck in Payables - Settings - Invoices

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    Our company uses this setting, so we have it checked. If you uncheck this, all invoice requests will go into Payables as ‘Approved’

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

    @Yosha Branch That is based off a business rule in Payables. Go to Payables, Settings , Business Rules, invoice section.
    If there is a check mark in the box for invoices must be approved before they can be posted or paid, that is causing it to come in Pending. When this rule is on, all invoice requests that get approved turn into pending, not approved.

  • Yosha Branch
    Yosha Branch
    Name Dropper Facilitator 1

    @Kevin Brazell Thank you!!

    A life saver

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