Dashboards, Widgets, and Alerts for Vendor Invoice Approval

Project Managers and Finance Approvers can utilize the full potential of the Vendor Invoice Approval feature within Ajera more effectively by using the dashboard and widget functionality for an enhanced approval experience. Alerts can also be set up for approvers to notify them of important actions or updates related to vendor invoices.

Widget Creation and Customization

You can use the pre-built widgets in the widget Gallery or build a custom widget based on your needs. The following columns available on the Vendor Invoice base can be used to enhance the approval experience. The same columns can also be used to create Alerts for approvers.

Column Name	Description
Open Vendor Invoices	Allows the user to directly open and view the invoice in the Vendor Invoice Approval application and take appropriate action
Is PM of Principal	Displays the list of invoices for which the current user is the PM/Principal. This field can be used to create and send approval related alerts to Project Managers.
Finance Approver	Displays the name of the Finance Approver and allows to filter the list of invoices based on the Finance Approver. This field can be used to create and send approval related alerts to Finance Approvers.
Is Finance or PM/Principal	Displays the list of invoices for which the current user is the PM/Principal or Finance Approver. This field can be used to create and send approval related alerts to Project Managers or Finance Approver.
Invoice Approval Required	This column indicates if the invoice needs either project manager or finance approval
PM Approval Required	Indicates if the vendor invoice requires project manager approval
Invoice Approved	This column indicates if the invoice has been fully approved
PM Approved	Indicates if the vendor invoice has been approved by all the project managers
PM Approved - My Projects	Indicates if the vendor invoice has been approved by the logged-in project manager
Finance Approved	This column indicates if the invoice has been approved by the finance approver
PM Approved Date	The date the project manager approved the vendor invoice (last project manager approval date)
PM Rejected	Indicates if the vendor invoice has been rejected by any of the project managers
Finance Rejected	This column indicates if the invoice has been rejected by the finance approver
PM Rejected Date	The date the project manager rejected the vendor invoice
Finance Rejected Date	The date the finance approver rejected the vendor invoice