We are pleased to announce the release of Approval workflow for Bills.
Almost all societies have the process of bills submitted by vendors to be approved by one or more committee members before the payment is released to the vendor. With this new feature, accountants will now be able to trigger a approval workflow when ever a new Bill is received. The approvers can approve / reject the bill with comments. A bill can re-submitted for approval with updated data to the approvers. Unless a minimum number of approvers approve the Bill, no one would be able to record payment against that Bill.
The approver list is same as PR Approvers and Request Box approvers and thus can be reused.
To enable the approval process, please go to Complex->Settings – Accounting Settings – click on the setting “Should bills be approved before being paid?” to enable the same
Once this is done, when a new Bill is created, you have to select the Approver List to trigger the approval work flow. When ever the setting is disabled – the bills will be treated as automatically approved. To see the approval history of a Bill, click on the ‘Print button’ in actions column to see the approval/rejection history with remarks.
Coupled with the fact that you can attach any number of docs with a bill, you can now easily create a Bill – scan the physical copies of the bill and then trigger the workflow. All approvers can see the physical copies of the bill and then approve/remark with their comments.
Yet another nifty automation by ApnaComplex to save your time and efforts!