Transfer Invoice Assignment

There may be instances where an organisation needs to assign an invoice to a user who is not part of the existing approval workflow—such as when an assigned approver is unavailable or an invoice needs to be reviewed by someone outside the invoice rules of the building. 

To prevent delays and ensure timely processing, the Transfer Invoice Assignment feature can be used to reassign invoices to the appropriate users.

Reassigning a Single Invoice

Navigate to the Invoice page.

Click the three-dot menu in the centre of the page.

Select Transfer Assignment from the dropdown menu.

Enter the Current Approver (the user currently assigned to the invoice).

Enter the New Approver (the user who will take over the approval).

Add a note if necessary.

Click Transfer to complete the reassignment.

Reassigning Invoices in Bulk

Go to the Invoice List page.

Select the relevant invoices by ticking the checkboxes.

Click Bulk Actions in the top right corner.

Choose Transfer Assignment.

Enter the Current Approver and select the New Approver.

Click Transfer to apply the changes.

Important Notes

• Invoices can only be transferred between internal approvers. External approvers cannot be assigned using this feature.

• Invoice transfers are one-to-one—a single approver per reassignment. The feature can't be used to remove an approver without a replacement or add extra approvers.

• Users who have already approved an invoice cannot be reassigned to that invoice. The new approver must be someone who has not yet approved the invoice and is not currently on the approval list.

Strata Managers should contact us with any further questions regarding this process.