4. Create and approve an order
Your aim: Show how approvers interact with invoices that require their approval. Highlight the ease of use, the benefits of the mobile app, and the enhanced visibility that approvers have over invoices.
Preparation: Have a fully coded unprocessed invoice ready to be submitted for approval. Ensure that for whichever approval workflow you’re going to use, you know which approval user is going to receive the invoice.
Demo time: 5 minutes
Your demo plan
Key points to mention
As your AP user, submit a fully coded invoice to an approval workflow
Switch to your chosen pre-defined approval user who can approve the invoice you’ve submitted
Pause on the approval user’s homepage and explain that it’s a different view to that of the admin user. They have access to one company, and see only the homepage tiles relevant to them.
Go to the Awaiting approval tray. Explain that an approver might have a different tray view, showing only the invoices the approver has touched or needs to approve.
Select the invoice you submitted for approval in the last section, and review its header and line information.
Go to Documents and Timeline.
Select the Add comment check box, and select Approve. Add a quick comment before selecting Approve again.
Highlight the invoice in your Approved tray.
Select the approved invoice and show that the Documents and Timeline displays the full audit trail, from the invoice being received to being fully approved.