Warning notifications on approval
under review
Z
Zoe Hellmuth
There appears to be a new feature that gives pop up warnings on transactions where payee and account details don't match, during the approval process. For us this is checked at the review stage. It would be useful to have the option to mark as checked at the review stage so it doesn't pop up at approval stage. It popping up at approval stages makes me question the reviewer.
Andrew Cookson
under review
Zoe Hellmuth thanks for this, that makes sense to me!
We're going to delete this popup check shortly as your right it does make the approver question the reviewer.
We will move the warning into our new supplier onboarding feature (attached screenshot) and just have the approver review the answers given by reviewer as part of this.
I've just checked and the flow state that this form has been completed by reviewer but we still ask:
"Can you confirm that you or Lilly Lallen called the supplier using a number you had previously stored for this supplier?"
If Lilly (reviewer) has said they have contacted the supplier, what should we state here? We need the approver to confirm they are aware its been done. Would this work?
"Lilly Lallen confirmed they called the supplier using a number previously stored. Are you happy to proceed?"