Reviewing an AP Invoice

Permissions

The user requires the Approve AP Invoices permission to perform reviews for AP Invoices.

To review 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. Click on an Invoice Number with the Status Review In Progress, where you are listed as an Active Approver, to open the detail page.

  2. Review the details of the AP Invoice in the AP Invoices > [Invoice Number] page.

  3. If you are finished with your review, you can click Finish Review in the Actions section.

    Alternatively, you can send for review to another reviewer, reject the AP Invoice, or revise it.

    These options are all available under Workflow in the Actions section.

    View details
    ReviewAPInvoice
    NOTE: On the Draft Invoices summary page, the Draft Invoice has a Hold label under the Status column, until the hold is released.
    DraftInvoiceOnHold