Sending AP Invoice for Review

You can send an AP Invoice for review by one or more reviewers.

  1. Open an AP Invoice.

  2. Select Send for Review from the Workflow menu in the Actions section.

    Details
    SendAPInvoiceForReview3
    The Send for review pop-up appears.
    SendForReview

  3. Optionally update the Review reason.

  4. Select and Add one or more Send to reviewer(s) from the drop-down list.

    These are users with the permission Review AP Invoices.

  5. Optionally select All reviewers are required.

  6. Click Send.

    If a reviewer fails validation, click OK.

    Example
    ReviewerWithoutAccess

    You will need to go through the Send for Review steps again.

  7. When the AP Invoice is successfully sent for a review, click OK on the pop-up notification.

    AP Invoice Submitted for Review
    APInvoiceSubmittedForReview
    The Status changes to Review In Progress.
    APInvoiceReviewInProgress