INVOICE APPROVAL > Invoices > Transfer invoices to another user’s work area
This is used to transfer (move) unprocessed invoices from one user’s Invoice Work Area to another’s.
This utility might be used if a user is absent and has urgent invoices that need to be completed or as part of your normal invoice management process (e.g. one user is responsible for entering invoices while another is responsible for reviewing and processing them).
Questions & Options
1.Enter the User ID code of the user that currently has the invoices in their Work Area (i.e. the “from” user).
| TIP for System Administrators: If certain users are only permitted to transfer their own invoices, this field can be locked/restricted. |
2.Enter the User ID to transfer the invoices TO. When the transfer is complete, the invoices will be in this user’s Invoice Work Area.
3.On the Invoice Transfer Screen (below), select the invoices to be transferred.
Invoice Transfer Screen
Use this screen to select one or more invoices to transfer. A check mark (
) in the Include Column indicates that the invoices has been selected for transfer.
Buttons
) in the Include Column.
