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Multiple approvals needed from the same group

  • 27 November 2023
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Our customer has an executive team that wants to have 2 people approve checks.  When they cut checks they want the executive team to approval checks then have another member of the executive team go in and approve checks gain.

Is there any way to set this up so that the same person can’t approve checks both times?

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Best answer by bcameron 7 December 2023, 22:20

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I’m not sure if it’s currently possible - here’s a related community idea you can upvote: Ability to Collect Approvals from multiple users in the same group / step | Community (acumatica.com)

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I did figure something out a way to do this, that’s a bit of a pain to set up, but it works.  Please see my post close to the bottom of this post: 

 

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