As a budget holder, you have the option to request advice from colleagues regarding specific invoices. This is possible using the "Request Advice" feature.
Have you received an approval task—such as an invoice that needs your review—but you're unsure whether the goods or services were delivered correctly? In that case, you can easily request input from a colleague.
How to request advice:
- Click the magnifying glass icon at the bottom right of the screen.
- Enter your question and select the colleague from whom you need advice.
The approval task will remain visible in your overview. In the procurement or flow details, you can see that the invoice is now pending review by the selected colleague.
Difference Between “Requesting Advice” and “Blocking Invoice Approval”
When you choose “Block Invoice Approval”, you are actively pausing the process—typically because you disagree with the delivery of goods or services. The invoice cannot proceed until you manually lift the block. This also means it’s your responsibility to resolve the issue, for example by contacting the supplier.
In contrast, “Requesting Advice” means you’re waiting to approve the invoice until you’ve received more information from a colleague. This is especially useful if you’re responsible for the budget but someone else in your team handled the purchase. In such cases, you might not know all the details and can check with your colleague to confirm the invoice is accurate.
