Version 2.11
Salesforce Version
Version 2.11
Production Date
3/02/2016
Supported Browsers
Screen Resolution
1024 x 768 or higher
This features supports an option to require manual approval of pending invoices by a CSR for specific accounts. When this option is selected in Aria, Salesforce will indicate that invoice approval is required (after a sync).
Getting Here: Click Accounts > Search for and select an Account > Account Overview > Approval Required Flag
Click the option to require manual approval of pending invoices.
After configuring an account to require manual approval of invoices as shown above, the checkbox that indicates an invoice approval is required will automatically update after an Aria/Salesforce sync.
Getting Here: Select the account configured to require CSR approval > Account Details
For more information on how to approve pending invoices, please refer to View and Approve Pending Invoices.