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I am busy setting up our approvals and just noticed there's none available for AR Invoices. About the only option is to switch off automatic post on release but as discussed here: https://www.augforums.com/augforums/acumatica-finance-modules/release-transactions-vs-post-transactions - don't much see the point of that because you can't modify the created batch prior to post anyway.
Our accountants want to review Invoices before they get posted, so it needs to be something happening when the Hold property is unchecked. Quite surprised that there's no Approvals option on AR Preferences. I guess the next best thing will be to limit who has access to Release button and Release AR Documents Process via user security. That's a lot more work to configure than setting up Approvals (and don't get the documents awaiting approval in the Approvals Tasks).
It seems a little inconsistent that AP has approvals but AR doesn't.
Royce,
I agree that an expansion of approvals would be helpful. For example, it would be nice to have an approval process associated with Journal Transactions in larger accounting shops.
Your options are limited but how limited depends on which version you are on.
2017 R2 or earlier:
In any version prior to 2018 R1, you will have to follow the process you outlined above. The only piece I would add though is that you can configure an automation notification to send emails based upon dollar value or other criteria when an invoice is taken off hold. By embedding a link to the web address for the screen and document, you can allow someone to use their inbox (or filtered email folder) to keep track of which documents have been reviewed and addressed versus those still pending.
2018 R1:
The latest version of Acumatica introduces Business Events. With these, you can not only send emails, you and execute an import scenario using a generic inquiry as its' source. With this, you can create Tasks within Acumatica for the approver to work from. This will take more work than approvals but you can get there. This approach keeps everything within the application. It will even work in a mobile environment as you can monitor and interact with Tasks from within the mobile client.
One last thing; if you think adding additional approvals to Acumatica will add value to the application, I encourage you to visit the ideas page and either create a new idea or vote for an existing idea that would help you. For example:
https://feedback.acumatica.com/ideas/ACU-I-372
Definitely vote on that Idea that Shawn linked to. In Acumatica 2018, it looks like they have done the hard part and added an APPROVAL tab to the Accounts Receivable Preferences (AR101000) screen. Now they just need to add to the drop-down that's available in the Type column.
However, if you really just want a way for the Accountants to review before releasing, I actually think you're better off restricting the ability for people to RELEASE the documents. In my experience, this gets the job done and it's MUCH easier to setup than approvals. The Release AR Documents (AR501000) screen only shows documents with a status of On Hold and that list essentially becomes the list of documents that Accountants need to review. When they RELEASE a document, that is their "approval" of the document.
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