See the approval history for every invoice utilizing Vic.ai Approvals.
From the moment the approval flow is initiated, every comment, approval, and rejection made is tagged to a user with a timestamp.
Access Approval History
Open the Approval Side Drawer for an invoice via any of the following methods:
Pressing "Shift + 'd' "
Clicking the orange tab near the top left of the screen
Clicking enter in the Vic.ai Approval column
Double-clicking with your mouse in the Vic.ai Approval column
Approval Restart - different approval flow triggered
For two scenarios, if invoice data is updated which would trigger a different approval flow, Vic.ai will automatically initiate that approval flow for you, and it would appear in the approval history as seen below. These states are:
Invoice is Approved
Invoice is undergoing Approval
Approval History Added to Invoice
This is normally the default setting, but the approval history can be appended to the invoice document when posting bills to most connected systems. Contact Vic.ai Support to learn more and enable!