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ProScan+ Troubleshooting - Approval Workflows

Here are some common questions around Approval Workflows

Please contact Smoothx Support if you require further assistnace

  • "I don't see the Approval Workflows tab": the beta is not switched on for that account (Proscan+ Settings → Features → Beta Features), or the user is not the owner or an Administrator.
  • "Which invoices are waiting on me?": Got to My Scans → Filters → Approval → Awaiting my approval. For workflows started by the user selet Filter: Submitted by me.
  • "I was assigned an invoice but didn't get an email": approval emails go out when the invoice reaches the person's step, not when someone uses Assign To. Check the Approval column (is it at their step yet?) and their Approval emails choice under the bell notification.
  • "It went to the Administrators instead of me": the invoice was over the person's approval limit, its total couldn't be read, or they submitted it themselves on a workflow where the submitter can't approve. The Approvals panel says which step it's under.
  • "I approved but it's still waiting": the step needs everyone to approve, or a parallel step hasn't been decided yet. The Approvals panel shows who it's still waiting on.
  • "I can't submit this invoice": if the workflow sends direct costs and progress claims different ways, the invoice type must be chosen first.
  • "I can't change the status": on an account with approvals, only approvers on the current step can move an invoice on. The Approval column shows which step it's at, and the workflow is in Proscan+ Settings → Approval Workflows.
  • "I can't edit this invoice": a fully approved invoice is locked by design.
  • "The approval link doesn't open": the user no longer has access to that company or invoice (removed from the team, restricted to assigned scans, or the company's Proscan+ has been turned off).
  • "Nothing is happening to my invoice": filter My Scans by Awaiting: and the step to see where it's stuck, and look for an amber warning on the workflow in Proscan+ Settings → Approval Workflows. That warning means nobody on a step can currently approve, for example because the only approver left the company. After the reminders run out, the owner and Administrators get an "Overdue" notice.
  • "I'm not getting emails": check the user's Approval emails choice under the  bell notifications (Only what needs me skips email updates; Daily digest sends once a day; Off sends nothing). The bell still shows every notice.