Centara additions to the posted / view-only Wise Approvals document pages: the e-invoice PDF factbox.
Wise Approvals — Posted Document (Centara additions)
BC pages: Appr Posted Invoice, Appr Posted Document Standard Wise Approvals documentation covers the base fields on these pages. This page documents only the Centara additions that the Centara eMessaging Connector for Wise Approvals layers on top of the standard posted-document experience.
These are the view-only “posted” variants of an invoice that came through the Wise Approvals workflow — what you look at after an invoice has finished its approval and posting lifecycle. The Centara additions here are slimmer than on the approver pages: the posted pages get the PDF preview factbox so that finance and audit can still see the original e-invoice next to the posted record, but no editing-style actions are added (the posted document is closed for further work).
For the live approver experience, see Wise Approvals — Approver pages. For an end-to-end picture of how eMessaging hands off to Wise Approvals, see the Approvals overview.
Where the additions appear
| BC page | Context |
|---|---|
| Appr Posted Invoice | The posted invoice card, viewed through the Wise Approvals lens |
| Appr Posted Document | The generic posted-document variant used by Wise Approvals |
Factbox
| Factbox | What it shows |
|---|---|
| PDF Preview (Centara) | The original e-invoice attachment that came through eMessaging, rendered inline next to the posted record. The factbox is only visible when Show PDF Factbox is enabled on Wise Approvals — Centara Setup and when the posted document has a linked inbound e-invoice. On posted documents that did not flow through eMessaging the factbox is hidden, so the standard posted-document layout is unaffected. |
The preview updates as you scroll through records and uses the vendor name plus vendor invoice number as the filename if you download it.
What is not on the posted variants
Unlike the live approver pages, the posted variants do not add the Open E-Invoice Attachment action. The factbox is the primary surface for the attachment here; for full-size viewing, use the maximize control on the factbox itself. This keeps the posted document strictly read-only, which is what audit and finance generally expect.
See also
- Approvals overview — end-to-end narrative of how eMessaging and Wise Approvals work together
- Wise Approvals — Approver pages — the live approver-facing variants of an invoice
- Wise Approvals — Centara Setup — the toggle that controls the PDF factbox
- Percent Spread — splitting an invoice across multiple G/L accounts by percentage