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General and cross-application improvements such as Administration, Inbox, Reporting, Quick Search etc.

General: Reporting & Search

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I need to be able to filter out tasks that are assigned to ME, as opposed to begin assigned to a ROLE that I have.

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Daniel Saraste shared this idea  ·   ·  Report…  ·  Admin →
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  • AdminDaniel Saraste (Admin, Medius Group ) commented  ·   ·  Report

    There is actually a pretty useful workaround for this.
    Create an inbox filter that filters on TASK=AUTHORIZE.
    This will show only the invoices where the task is authorize.

    If you are in AP or for some reason see a lot of invoices, this filter will filter out just the invoices where you need to approve/authorize.

  • AdminDaniel Saraste (Admin, Medius Group ) commented  ·   ·  Report

    When I'm working in the inbox, I'm having a hard time finding the tasks that are assigned to ME personally.
    My inbox is full of invoices that are there because I have a certain role in the system, but I wan' to be made aware of the invoices that I need to APPROVE and REVIEW.