Quick Links are reference shortcuts designed to help approvers easily access related transactions. These links provide additional context and insights by showing:
Transactions by the same requester.
Transactions with overlapping properties.
Preceding or succeeding transactions in the process.
Examples:
Invoice quick links cover:
Invoices by the same vendor.
Invoices with similar items.
Purchase Orders (PO) quick links cover:
Invoices consuming the PO.
Purchase Requisitions (PR) consumed by the PO.
Quick Links streamline the decision-making process by giving approvers quick access to relevant data without needing to search manually.