What's different at a glance:
Export button in Document Detail has a new position inside the Submit for Approval button menu (only for exporting without approval).
Document and Approval statuses are now consolidated to avoid confusion.
View in Approvals / View in Documents / Reset Approval have been moved slightly lower in the document detail panel.
đ Detailed walkthrough below đ
1. Export button moved inside the âSubmit for Approvalâ menu
This applies when you want to export an invoice without submitting it for approval.
Why this changed:
To reduce duplicate buttons and make the action flow more logical.
No change to how exporting works.
2. Clearer, unified status indicators
Document status + approval status are now presented together in a single consistent section, so you always know exactly where an invoice is in the process.
What this means for you:
You will always see the most relevant status first
You no longer need to read from two separate status areas
Status changes behave exactly as before.
3. âView in Approvalsâ, âView in Documentsâ, and âReset Approvalâ moved slightly down
These actions now sit just below the main status block to keep all approval-related elements grouped together.
View in Approvals - unchanged behaviour
View in Documents - unchanged behaviour
Reset Approval - works exactly as before
This is purely a visual repositioning for clarity.