Required invoice fields on a step

For each invoice approval step you can pick which invoice details must be filled in before the step can be approved – for example the invoice category or the bank account. While any of them is missing, the step cannot be approved.

You find the setting on Settings → Approval Policies, when editing a policy, per step, in the Required bill fields on this step row. It only appears on Bill content approval policies.

The fields you can pick:

• Invoice category, Bank account, Note
• Partner, Invoice Number, Currency, Payment method
• Net amount, VAT amount, Exchange rate (HUF)
• Issue date, Fulfillment date, Due date

Click a field name to select it; selected fields get a blue outline.

If a selected field is empty on that step, the step cannot be approved until someone fills it in. Rejecting or sending back is not blocked.

Example: on an "Accounting" step you make Invoice category required, so an invoice only moves on once it has been categorised.