Invoice Approver visibility to history of invoices they approved/paid history

Customer interested: Lytho

No procurement team | department heads/IAs manage the relationships in combo with CFO & CEO for approval
Time consuming: IAs always come to Finance team for historical documents because they typically do not like to hunt through their emails to find old invoices so they just ask Finance - this is time consuming for both Finance and the invoice approver

What is the use case? To see all the invoice information of previously approved invoices the same way Full Access users can see all the information of previously approved invoices within the Paid Invoices tab It helps IAs to understand previous prices vs. current pricing Preference to restrict invoice approvers to see previously approved invoices for their invoices, not all the company The invoice approvers do not have access to their GL bc some GLs charge by number of licenses, so cannot access historical information in a centralized way
Impact? Helpful for IAs who are usually dept heads to see previous pricing vs. current pricing IAs do not always have access to the GL, cannot see historical info After IAs Approve or Reject, the invoice disappears from their view
Is there a work around? No - to see historical invoices the IA would need to look through their emails or request a copy of the inv document from the Finance team.
Proposed solution? Add the Paid Invoices tab to the IA view Limit their view to only invoices they were involved in approving Perhaps also show the status of invoices in their Home tab instead of it disappearing after they Approve or Reject - they may need to know if an invoice is paid/unpaid if they manage the relationship w the vendor
Client / Prospects AWAITING (internal only)	Lytho

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