Invoice Approval Flow

At our firm, the accounts team draft the invoices, the project managers are then able to approve the invoices before the accounts team finalise it.

1. Currently the PM’s are able to add a note that is seen by the admin team (limited list of invoice finalisers):

We’d like this flow to also be available in the other direction, ie the note box “always shown” so that that admin team (limited list of finalisers) can add notes on the drafts for the approvers to be aware of.

2. If the invoice is not correct, PM’s should not update it. In this case we would like a “not approved” option when the PM can indicate the draft is not approved and send a note back to the admin team on what needs to be fixed.