You can remove an Invoice Approver in the Drafts section on any of the following cards:
- Main Card
- Case Card
- Client Card
- Payer Card
To remove an invoice approver on the Main Card, head over to the Main Card, Invoices-view, under the Drafts section.
In the Drafts section, select an invoice by clicking on the 'Three Dots'-icon ().
A small drop-down dialogue will appear, then click on the Open button.
Or you can simply just click on the invoice and it will take you to the edit invoice view.
When you are in the edit invoice view, you will see a list of approvers on the top right.
Click on the 'Pencil'-icon () to continue.
The dialogue will appear as below.
Click on the 'X'-icon () to remove an approver.
Then click on the Apply button to save the change.
The approver who has been removed will lose the right to approve the invoice.
If the user being removed from the approvers list is yourself, after clicking on the 'X'-icon (), there will be an Approve invoice option available to select before clicking on the Apply button.
After you selected the approve invoice option and successfully removed yourself from the list, you will still be seen as an approver who has already approved the invoice as below.
1. Ensure that you are an Invoice Approver, a User with 'Assistant'-role, or a User with 'Accounting'-rights set to be able to edit the Approvers list.
2. If the removed approver is only a case participant with no additional right, the removed approver will not only lose the right to approve the invoice but also the right to access the invoice entirely.