Wise Approvals — Approver pages (Centara additions)

BC pages: Appr Invoice, Appr Invoice - My Lines, Appr Invoice - MyLinesUnf, Appr Invoice Registration, Appr Invoice Simple, Approved Invoice, Appr Payment Invoice, Appr Payment Invoice Simple, Appr Rejected Invoice, Appr Request Standard Wise Approvals documentation covers the base fields, actions, and approval workflow on these pages. This page documents only the Centara additions — extra controls that the Centara eMessaging Connector for Wise Approvals layers on top of the standard approver experience.

The Centara connector for Wise Approvals adds the same set of controls to every approver-facing page in Wise Approvals, so that whoever is reviewing or approving an invoice can also see and open the original e-invoice attachment that flowed in through eMessaging. The fields and actions documented here are identical across all of the approver pages listed above; what changes between them is the underlying approval context (e.g. “all my open requests”, “only unfinished lines I own”, “rejected invoices”, “the request card”, etc.).

For the overall approval workflow, see the Approvals overview. For posted/view-only documents that came through this flow, see Approver — posted document. For the configuration that controls whether the PDF factbox below is visible at all, see Wise Approvals — Centara Setup.

Where the additions appear

The Centara additions show up on every approver-facing Wise Approvals page:

BC page	Context
Appr Invoice	The standard approver invoice card
Appr Invoice - My Lines	Invoice filtered to the lines this approver owns
Appr Invoice - MyLinesUnf	The “My Lines — Unfinished” view of the same invoice
Appr Invoice Registration	The registration / intake view of the invoice
Appr Invoice Simple	The simplified approver invoice card
Approved Invoice	The invoice once it has been approved
Appr Payment Invoice	Approver card for payment-type invoices
Appr Payment Invoice Simple	The simplified payment invoice card
Appr Rejected Invoice	Read-only view of an invoice that was rejected
Appr Request	The underlying approval request record

You will see the same factbox and the same action on each of these, regardless of which one Wise Approvals routes you to.

Factbox

Factbox

What it shows

PDF Preview (Centara)

A live preview of the original e-invoice attachment that came in through eMessaging, rendered inline next to the BC record. The factbox is only visible when Show PDF Factbox is enabled on Wise Approvals — Centara Setup and when the current invoice actually has an attached e-invoice (i.e. an inbound document GUID is set). If either condition is not met the factbox is hidden and you get the standard layout.

The preview updates automatically as you move between records. The filename it uses for downloads combines the vendor name and the vendor invoice number, so a saved PDF is easy to identify outside BC.

Actions

Action	What it does
Open E-Invoice Attachment	Opens the e-invoice attachment for the current record in a full modal viewer (the same PDF rendering as the factbox, but in a dedicated window so you can see it at full size while reviewing the invoice). The action is only enabled when an inbound document is linked to the current record; on records without an attachment it appears greyed out.

When the controls are hidden

• PDF factbox is hidden when Show PDF Factbox is turned off on Wise Approvals — Centara Setup, or when the current invoice has no linked inbound document.
• Open E-Invoice Attachment is disabled when the current invoice has no linked inbound document. It is not removed — it just cannot be clicked.

This way, on documents that did not come through eMessaging (e.g. a manually-entered invoice that was routed through Wise Approvals anyway), the Centara additions stay out of the way without breaking the standard approver flow.

See also

• Approvals overview — end-to-end narrative of how eMessaging and Wise Approvals work together
• Wise Approvals — Centara Setup — the toggle that controls the PDF factbox plus the other Centara setup options
• Approver — posted document — the read-only posted variant of an approved invoice
• Percent Spread — splitting an approved invoice across multiple G/L accounts by percentage