How Approval Type and Roles Affect Vendor Invoice Approvals

Approval Type: Project Manager Approval vs Finance Approval

Project Manager Approval Finance Approval

  • Project manager approval happens at the individual row or project level.

  • The project manager for the phase automatically gets assigned as the approver.

  • The project manager or principal can approve or reject at the phase level.

  • Non-project rows do not need project manager approval.

  • In the Vendor Invoice Approval application, project managers only see and approve or reject transactions for which they are project managers.

  • Finance approval happens at the invoice level.

  • All users with the Finance Approver access in their roles can approve as a finance approver.

  • If a specific person is named on an invoice, only that person, or a super approver, can approve the invoice.

  • The finance approver can see all transactions on the invoice and approve or reject at the invoice level.
Note: A super approver can approve on behalf of the project manager and the finance approver.

Approval Roles: The Vendor Invoice Approval Application By Role

Super Approver

  • All Approvals tab

  • Approve, Reject, Unapprove, and Unreject buttons available

  • Can select the Project Manager and Finance Approval check boxes during approval

  • Can view all invoices

  • Can view all transactions for all rows

  • Access to all Actions such as Open Vendor Invoice, Add Attachments, View Approval History, and Add Approval Notes
Project Manager Approver

  • My Approvals tab

  • Approve, Reject, Unapprove, and Unreject buttons available

  • Can view all invoices where the users is the project manager or principal

  • Can only view rows where the user is the project manager or principal

  • Access to all Actions such as Open Vendor Invoice, Add Attachments, View Approval History, and Add Approval Notes
Finance Approver

  • My Approvals tab

  • Approve, Reject, Unapprove, and Unreject buttons available

  • Can view all invoices where the user is assigned and invoices where no finance approver is assigned

  • Can view all rows of the invoice

  • Access to all Actions such as Open Vendor Invoice, Add Attachments, View Approval History, and Add Approval Notes
Other Employees (View Only)

  • All Approvals tab

  • Not available: Approve, Reject, Unapprove, and Unreject buttons

  • Can view all invoices

  • Can view all rows

  • Access to all Actions such as Open Vendor Invoice, Add Attachments, View Approval History, and Add Approval Notes