EzzyBills has two email approval options for you:
|Fixed Approver(s) – up to 2 people||Variable Approvers|
|If one person in your company approves all invoices, or
one person to approve all invoices first; second person to approve it again,
Setup a default approval email in the Users Settings
Once for all
|If variable people in your company are to approve invoices,
select invoices in “View” and choose an email address to email.
Past approval email addresses will be kept in a list for easy use
Buttons in Email Approval:
Approve: to approve.
The invoice will be then exported to your accounting package.
Reject: to reject.
The workflow ends. The invoice will not be exported to your accounting package.
Not for Me: to change approver.
Allow you to suggest another approver email and EzzyBills will email the new approver; or put the invoice back to the EzzyBills workflow to wait for be assigned to another approver.
“Add Note” or “Modify“: Modify Invoice Data during Email Approval, including
- modify invoice headers, or
- add note, or
- add additional attachment such as delivery docket, or
- click “not for me”.