Add facet for payment method to invoice task lists
Our finance staff divide invoice approval work based on payment method. Each focuses on a different payment method and each method has its own workflow.
We typically have hundreds of invoices in the approval task list (and many hundreds in review). Being able to filter the list based on payment method would enable users to work more efficiently, as it currently cannot be determined without either opening the invoice or first creating a report in Analytics.
Bill Walsh
shared this idea
Hello All,
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Alma Product Team