Invoice Review & Approval
- Tony Browne (Unlicensed)
- Zach Westfall (Deactivated)
Summary / TL:DR: This article will explain the invoice review and approval process.
Step by step guide
Click on an invoice in your “To-Do” queue
Once in the invoice, scroll down until the task bar can be seen. Click “edit.”
While editing, you can update the coding (if needed) by clicking the magnifying glass and selecting the code from the drop-down menus. You can also allocate to multiple departments by clicking the green arrows.
When you’ve finished reviewing or updating, click “submit” on the task bar at the bottom to send the invoice to the next approver.
(only if needed) – You may reject the invoice if the vendor sent it with an incorrect total, the invoice needs to go to another person/department, or the invoice should not be paid.
NOTE: Please do not reject the invoice based on coding. Instead select the correct code from the drop-down menu. If you do not know the correct code to use, please reach out to your staff accountant or AP.
Wrap up
You should now be able to confidentally navigate and find information on the Invoice review and approval processes.
Still need help?
We know this can be frustrating. To get further help please open a Support ticket.