Reassign invoices for approval by Project

An Admin User can reassign all invoices for approval in a selected Project to another User.

Introduction

Reassign invoices for approval by Project

Introduction

An Admin User can re-assign invoices for approval from one User to another.

This can be done for all invoices from one User to another, or you can re-assign all of a User's invoices for a specific Project.

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Reassign invoices for approval by Project

This process allows the reassignment of all invoices assigned to a particular User for approval, or all invoices for a particular Project that are assigned to a particular User to approve, to be reassigned to another User to approve.

To do this:

• Go to Administration (to view the Admin Dashboard) or Invoice Automation > Invoice Dashboards.
• Click Reassign Invoices.

In the Reassign Invoices screen:

• User whose approvals need reassignment: Select the User whose approvals you want to reassign.
• Project: Select the Project if you wish to re-assign invoices from only one Project.
• Reassign / Unassign: Make sure Reassign is selected in grey: You can Unassign rather than reassign, if you wish.
• User to assign all their approvals to: Select the User to assign all approvals to.
• Click the green Reassign button.

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Last updated: 9 May 2023