Centara additions to the Wise Approvals Setup page: PDF factbox visibility, approver requirements, line inheritance, and PO matching.
Wise Approvals — Centara Setup
BC page: Appr Setup (Card) · Search: “Appr Setup” Standard Wise Approvals documentation covers the base setup of the Wise Approvals workflow. This page documents only the Centara additions — a group of extra fields that the Centara eMessaging Connector for Wise Approvals adds to the bottom of the Appr Setup card.
The Centara additions live in their own Centara group on the Wise Approvals setup page and control how the eMessaging connector behaves when handing inbound e-documents off to Wise Approvals. Configure these once when wiring eMessaging up to Wise Approvals; most installations rarely need to change them again.
For the live pages these settings affect, see Wise Approvals — Approver pages and Wise Approvals — Posted Document. For the overall approval workflow, see the Approvals overview.
Centara
| Field | What it controls |
|---|---|
| Show PDF Factbox | Master switch for the e-invoice PDF preview factbox on the approver-facing pages (Appr Invoice and its variants) and the posted-document pages. When on, the factbox renders the original e-invoice next to the BC record on any document that has a linked inbound e-invoice. When off, the factbox is hidden everywhere — approvers see the standard Wise Approvals layout with no Centara preview. |
| Require Approver in Header | When on, an Approver must be set on the e-document header before the document can be sent over to Wise Approvals. Use this if your process requires header-level ownership to be assigned up front. |
| Require Approver in Lines | When on, every e-document line must have an Approver before the document can be sent to Wise Approvals. Use this when individual lines need to be routed to different approvers (combined with Inherit Approver from header to lines below, you typically only need to set line-level approvers on exceptions). |
| Lines Inherit Job No From Header | When on, the Job No. from the e-document header is automatically pushed down to the e-document lines, so each line shares the same job as the header. Turn this off if lines on the same document can legitimately belong to different jobs. |
| Inherit Approver from header to lines | When on, the Approver set on the e-document header is automatically applied to any e-document line that does not already have an Approver of its own. Lines that explicitly name a different Approver keep their own value. |
| Do not match e-documents to Purchases documents on import | When on, the connector skips the usual auto-matching step when importing e-documents through Wise Approvals — every incoming e-document is treated as new and is not linked to any existing Purchase Order or Purchase Invoice. Turn this on if your Wise Approvals process should always start from a clean document, regardless of any open POs that look like a match. |
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 this setup affects
- Wise Approvals — Posted Document — the posted/view-only variants this setup affects
- Percent Spread — splitting an approved invoice across multiple G/L accounts by percentage
- Purchases & Payables Setup — Centara fields — the eMessaging side of the same workflow