Greetings,
In our workflow, one employee receives products we buy and updates the inventory, while another checks the received invoices and enters them in our accounting system.
For the two people to work indipendently, we would like the first employee to be able to register the bill on QBs inserting only vendor and items received, while the second can enter payment due date and expense accounts whenever they do that task.
To implement this, it'd be great if the first employee could set the bill as "To Review", so the other can see all bills to check directly in that page. However we can't find a way to manually set a bill as "to review" when registering it from QBs, is that right?
The only workaround we could think of is it have a custom term of payment (e.g. "to check") so the second employee can easily see which bills are yet to be reviewed.
Is there any other workaround you could think of, or system thought out to handle these kind of situations?
Thank you
