Add Users to Creditor Invoice Conversations

Use the Creditor Invoice Approval submodule to add users to creditor invoice conversations.

To use Creditor Invoice Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To add a user to a creditor invoice conversation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Approval > Creditor Invoice Approval.
3. Highlight the creditor invoice of the conversation that you want to add a user to.
4. in the left pane of the bottom grid, click Invoice conversation .
5. Click Show the Conversation Options and select Add User to Conversation.
   Alternatively, under the Type a Comment or Drag Files Here field, click Add Users to the Conversation .
6. In the Add Users dialog box, you can either select a resource from the Users drop-down list or enter the user's email address in the Email field.
   WorkBook displays the added user as a new user at the bottom of the dialog box.
7. Click Confirm.