Set All Subsidies to NB on Approval (NDF, Bank & Cash)

June 19, 2025 By Magali Pervan

Step #1: Click on "Invoice Approval" — Click on "Invoice Approval"

Be careful, the first 3 line have incorrect data

Step #2: See the last 2 lines (User Dimsi) ☑ To be approved" — See the last 2 lines (User Dimsi) ☑ To be approved"

Step #3: Click on "Edit columns" — Click on "Edit columns"

Step #4: Click on "+ Add columns" — Click on "+ Add columns"

Step #5: Click on "Receive Status" — Click on "Receive Status"

Step #6: Click on "Close" — Click on "Close"

Step #7: Click on "Apply" — Click on "Apply"

Step #8: "Receive Status" is add — "Receive Status" is add

Step #9: Click on "Approved" — Click on "Approved"

Step #10: Click on "✓ Set All Subsidies To NB" — Click on "✓ Set All Subsidies To NB"

Step #11: See the message "2 subsidies expenses processed" — See the message "2 subsidies expenses processed"

Step #12: Click on "Active Invoices" — Click on "Active Invoices"

Step #13: Click to filter "Invoice Date" from the new to the oldest — Click to filter "Invoice Date" from the new to the oldest

Step #14: Click on "Newer to older" — Click on "Newer to older"

Step #15: See the 2 subsidies — See the 2 subsidies

Step #16: See the "Receive Status" from the first to lines. — See the "Receive Status" from the first to lines.

The Receive Status in NB.

Step #17: Click on "Edit" — Click on "Edit"

Step #18: The Status of the Invoice is "Approved" — The Status of the Invoice is "Approved"

Step #19: Click on "Related ✓" — Click on "Related ✓"

Step #20: Click on "Expenses" — Click on "Expenses"

Step #21: Click on "PR0001 - Meal & Subsidies - 6/19/2025", the expense linked — Click on "PR0001 - Meal & Subsidies - 6/19/2025", the expense linked

Step #22: The status of the expense liked is "Approved" — The status of the expense liked is "Approved"

When you set all subsidies to NB on the view "Approval (NDF, BANK & CASH), all the invoices on this view will have a receive status "NB", an approval state "Approved" and all the expenses linked to this invoices will also be "Approved"