Rejecting an AP Invoice

You can reject an AP Invoice if you are an active approver in the approval workflow, and the AP Invoice has the Approval In Progress status.

To reject an AP Invoice:

  1. Click on AP Invoice requiring your review/approval on your Dashboard, in the section for a specific company.

    Detail
    ClickAPInvoicesRequiringReviewApproval
    This opens the AP Invoices page, showing AP Invoices requiring your review or approval.
    APInvoicesRequiringReviewApproval

  1. You can reject an AP Invoice from the summary page or from the detail page.

Viewing the Reject Reason

  • To view the 'Reject Reason', click on the ViewWorkflowIcon workflow icon, to open the Workflow Diagram. Hover over the reject icon in the Workflow diagram.

  • Alternatively, hover over the Rejected Status on the AP Invoices summary page. If there is a reason, it will appear in a tooltip.

Rejecting from the Summary page

You can quickly reject an invoice on the Summary page.

  1. In the search results grid, click on the Reject button for an AP Invoice with the Status Approval In Progress, where you are listed as an Active Approver.

    Details
    RejectOnSummaryPage
    The Reject Invoice pop-dialogue appears.
    RejectInvoiceDialog

  2. Enter a rejection reason in the Reject Invoice dialog.

  3. Click OK.

    The AP Invoice is rejected, and its Status updated to Rejected.

Rejecting from the Detail page

Open the Invoice detail page, to view the invoice details before rejecting.

  1. In the search results, click on the Invoice Number to open the detail page.

  2. On the AP Invoice > [Invoice Number] page, click Reject under Workflow in the Actions section to approve the AP Invoice.

    Details
    RejectAPInvoice
    The Reject Invoice pop-dialogue appears.
    RejectInvoiceDialog

  3. Enter a rejection reason in the Reject Invoice dialog.

  4. Click OK.

    The AP Invoice is rejected, and its Status updated to Rejected.