 There will be an indicator in invoice batch header which will tell if invoices of the batch

should be part of batch approval or not

If the above indicator is set to yes, all Invoices of the batch will be pushed to approval
module together when batch approval is initiated.

User will not be allowed to query individual invoice within above batch and send it for
approval separately.

 Each batch eligible for bulk approval can have invoices of only one supplier in that batch.
During initiate batch approval, do validation to ensure this.
If user wrongly entered another supplier invoice in the batch, he should have an option to
cancel/delete the invoice with validation errors so that remaining invoices of batch can be
sent for approval. The officer should then ensure the validation errors are taken care and
then initiate the batch again for approval. -- 02-Aug-2023

 When you initiate batch for bulk approval, if there are validation errors, give a popup
message saying validation error exists and an email should be sent to the requestor
immediately with invoice wise list of validation errors.

 Once the batch has been initiated for approval, an email has to be sent to each of the cost
centre approvers with list of invoices that he has to approve in the batch. -- 4-Aug-2023

 There should be an Approve button hyper link against each invoice in the email and on
clicking the Approve button, the invoice approval page will open with details of that
particular invoice
If user is not logged is, user has to login with credentials and access the invoice.
If user is logged in already, the approval page for invoice should open directly.
User will now approve the invoice individually and will not do bulk approval of multiple
invoices at a time. --- 9-Aug-2023

 Now Approval initiation is at batch level but approval is at invoice level

For each batch, separate mail with list of invoices pending to be approved has to be sent to
each approver
Mention the batch name in Email Subject
He should be able to see only invoices pending for approval with him for the batch in the
email
Once he has approved all invoices pending with him in that batch, he should stop getting
Approval email notification for the batch
There could be multiple cost centre owners/multiple approvers for invoices in the batch and
email has to be sent to each of the approvers if any invoice is pending with him
Once invoice is approved, the existing process with respect to hold removal/invoice
validation/GL date updating should continue for the invoice. -- 15-Aug-2023

Points to Note:
o Attachments can be attached only at invoice level. There is no attachment option in
Invoice Batch screen.
o Batch invoices will be entered mostly through More4App and Manually sometimes if
required
o Within approval module, the invoices sent to approval module as part of batch
approval will have batch id populated.
Following changes have to reverted
o In Approval screen, option to release batch for approval via ‘Release for Batch
Approval’ button has to be removed
o On clicking ‘+’ button, the invoice wise split-up of Approval amount can be seen by
Approver
o For Batch Approval, Header details will have batch information and line details will
have invoice information
o Approver can approve all invoices, approve some invoices or approve invoices
partially