Assign Reviewers to Unapproved Invoices
You can assign reviewers to unapproved invoices so that they can review and approve invoices before the invoices are posted.
Use the Reviewer tabs in AP Unapproved Invoice Entry to assign active reviewers to the header or line levels of the invoice. Assignment of reviewers at the header level is not required, but if you do, the same reviewers default on to every invoice line. Once you assign reviewers, the Date Assigned field (Reviewers tab) for the line defaults the current date. You can also delete reviewers from an unapproved invoice as necessary.
At the line level, you may assign or override reviewer groups on the info tab or individual reviewers on the Reviewers tab. Using reviewer groups allows for increased functionality; see About Reviewer Groups for Unapproved Invoices for more information.
If you assigned a reviewer group to the invoice, but a reviewer in the group is not required to review the invoice, you can delete the reviewer from the line without affecting the group. If you delete or change a reviewer or group at the header level, the system also removes the group and/or reviewers from the invoice lines and replaces them if applicable. However, if you delete or change a reviewer on a line, the system does not update that change to the header level or any other lines.