Set up a user as a reviewer

Other users can review and approve transactions if given Administrator access. Read add users for more information.

When you assign a transaction to someone else, they can see them in the Drafts to approve tab. The number in brackets shows how many transactions they need to review.

Assign a transaction for review

1. Go to Purchases, then select Drafts to approve.
2. Select the checkboxes of the relevant transactions.
3. Select Assign and choose one of your users from the dropdown.
4. Add in any notes for the user.
5. Select Assign invoice.

On the Drafts to approve tab your user can select More, then Assigned to me from the Show dropdown. This displays all the transactions assigned to just them.

• Archive draft transactions
• About Purchase Automation