Approval History

See who approved what, when, along with any comments

Ryan Goetz avatar
Written by Ryan Goetz
Updated over a week ago

See the approval history for every invoice utilizing 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:

  1. Pressing "Shift + 'd' "

  2. Clicking the orange tab near the top left of the screen

  3. Clicking enter in the Approval column

  4. Double-clicking with your mouse in the Approval column

Approval History Added to Invoice

The approval history can be appended to the invoice document when posting bills to most connected systems. Contact Support to learn more and enable!

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