How to add a reviewer to a Purchase Order, Invoice, Journal Entry, or Payment batch:

• Enter information to create the entry
  • Create a PO
  • Create an Invoice
  • Create a Journal Entry
  • Tag invoices and save a Payment Batch
• Once all required fields have been entered click “Send to Reviewer” from the entry menu:
• The “Comment to Reviewer” screen will appear:
   
• Enter a username in the “Reviewer:” box or click the looking glass tool to search for a user.
• Enter a comment to send to the reviewer. This text will appear in the notification email the Reviewer will receive indicating an entry has been sent to them for review:
   
• Click “Send”
• The Reviewer will be notified via email of the entry awaiting their review:
   

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How to change the reviewer of a Purchase Order, Invoice, Journal Entry, or Payment batch:

From the entry (PO, invoice, etc):

• Click “Change Reviewer” from the list menu:
   
  • If removing the reviewer and returning the entry to the original create user:
    • Click “Remove (username) as the Reviewer”.
       
    • The entry will be returned to the original create user’s queue and they will be notified.
  • If sending the entry to a different reviewer:
    • Enter the user’s username in the “Reviewer:” box or click the looking glass tool to search for a user.
    • Enter a comment to send to the new reviewer. This text will appear in the notification email the Reviewer will receive indicating an entry has been sent to them for review:
       
    • Click “Send”.
    • The Reviewer will be notified via email of the entry awaiting their review:
       

• From the Pending Approval List or Split-Screen edit view:

• Highlight the entry (PO, invoice, JE, etc)
• Click “Change Reviewer” from the list menu:
   
  • If removing the reviewer and returning the entry to the original create user:
    • Click “Remove (username) as the Reviewer”.
       
    • The entry will be returned to the original create user’s queue and they will be notified.
  • If sending the entry to a different reviewer:
    • Enter the user’s username in the “Reviewer:” box or click the looking glass tool to search for a user.
    • Enter a comment to send to the new reviewer. This text will appear in the notification email the Reviewer will receive indicating an entry has been sent to them for review:
       
    • Click “Send”.
    • The Reviewer will be notified via email of the entry awaiting their review: