Overview

By default, approvers can approve invoices without opening and viewing the attached documentation. To ensure compliance and accuracy, you can configure the system to require approvers to open the attachment before approving.

Configuration Steps

1. Navigate to Maintenance>Approval Level Setup.

2. Locate the approval level and column called "Must View Attachment" (see screenshot).

3. Enable this option for the desired approval level(s).

This ensures that approvers must open the invoice attachment before they can complete the approval process.

Important Notes

• This rule is not enforced for email approvals (HTML Approvers).

• If approvers are allowed to approve via email, they can bypass this requirement.

• To enforce attachment viewing for all approvals, disable HTML approval.

Summary

Requiring approvers to open attachments strengthens compliance by ensuring invoice details are reviewed. To enforce this across all approval methods, configure the requirement at the approval level and disable email (HTML) approval.