How-to View Task Status Report 

The Task Status report allows you to see the status of all current documents and who has been assigned to approve them.

1. Click the ‘Reports’ tile on your dashboard.

2. Click ‘View’ on ‘Task Status Report’.

3. You can filter between documents awaiting approval (Invoice & Credit Note and, Purchase Order tabs) and documents awaiting review.

       You can ‘Choose Employee’ to filter by documents for a specific user.

       You can also transfer the document to another user for approval by clicking the following icon    

The download button allows you to save the report as a csv file