Question

Hiding Approve Commands under Time and Expenses-Approvals

  • 20 July 2023
  • 7 replies
  • 84 views
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Hi,

 

I have a client that wants to hide the Approve, Approve All, and Reject buttons at the top under Approvals. See print screen below. I went into security preferences and found the Approvals section but no additional options. I cannot find the option to do this. The Data Field is called EPApprovalProcess. Is this found somewhere else or can it even de done? Please let me know. Client is on 2023 R1.

 

 

Thanks,

Frances 

 

 

7 replies

Laura02
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Hello @fpantelidakis65 ,

It may be easier to provide the client a list of AP Bills that are Pending Approval status using a Filter on the AP Bills PL screen. In the example below we’ve added the name of the Approver, so we can see all bills that are waiting for approval, and by whom.  The Approver may still click on the bills here, and approve them inside the AP Bills screen.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
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Hi @Laura02 ,

 

Thanks Can you provide me with an export of the GI you mentioned above? That would be great.

Thank you,

Frances

 

meganfriesen37
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You could also look at revoking access to the buttons on a role by role basis.
 

This post has some more information about doing the same thing:
 

 

Megan Friesen, Contego Software Solutions, Canada
aaghaei
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@fpantelidakis65 

1) open approvals screen

  1. from top right under the tolls select Access Right. This will take you to the correct Access Right settings screen
  2. find any button you want to hide from the tree view on the left 
  3. from the right panel revoke access of any role or all roles as you wish
  4. sVe your changes

you all set. I have done the exact same thing.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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Hi All,

 

Thanks for your suggestions. One thing that I noticed with 2023 R1 the Approvals section does not have a tree or selections to choose from anymore like Approve, Reject, and so on. It’s all or nothing. Is this correct? Let me know. 

Thanks,

Frances 

 

Chris Hackett
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Hi @fpantelidakis65 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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Hello @fpantelidakis65 ,

It may be easier to provide the client a list of AP Bills that are Pending Approval status using a Filter on the AP Bills PL screen. In the example below we’ve added the name of the Approver, so we can see all bills that are waiting for approval, and by whom.  The Approver may still click on the bills here, and approve them inside the AP Bills screen.

Laura

Hi @Laura02 

 

I would like to know how do you make the assigned approver ID visible in the generic inquiry of the bills and adjustments. I tried adding the “ApproverEmployee” table but it’s not showing.

 

If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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