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Navigate to the “Invoices” tab on your home screen.
Type the invoice number into the search bar, hit enter, and then click the invoice link that populates.
To see attachments, click the files under “General Info: Attachments.” .EML files will be emails, and .PDF files will be the original invoice from the supplier.
To view all approvers of the invoice, scroll down to “Approvals,” right above the comment section. A checkmark means that the person approved, a rocket ship means that the person did not approve in time, so it auto-escalated to the next approver, and an hour glass means that the invoice is currently waiting on that person’s approval.
To view the “History” of an invoice, scroll down past the “Comments” section, and the “Payments” section. Here you will be able to see any and all changes, who they were made by, and when they were made.
To tag someone in a comment of an invoice, scroll down to the “Comments” section, use the @ symbol, begin typing a name, and then select the person you wish to tag. Then type your comment and click “Add Private Comment.”
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Wrap upAfter reading this article you should understand how to view Invoice Attachments and History. |
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