Invoice Approvals

Overview 

Invoices can be approved within the system which keeps an audit trail of the process. Your system administrator will decide which method of approval is suited for your firm.  This guide steps you though how to approve an invoice. 

Requests & Approvals

1. Items awaiting your approval will appear in the top right of the navigation menu. The number will represent the total number of Approvals waiting for the logged in user (not only invoices).

2. An alternate way to access the Approvals screen is to navigate to your Dashboards, to the Watch List widget and select For me to approve.

3. Within the Requests & Approvals screen, you will find a list of approvals requiring your attention.

If your user profile has the permission that grants you access to approve all requisitions (i.e. including requisitions where you were not the nominated approver), add the filter Show all I can approveto view all requisitions pending approval.

4. Select the ellipsis button to view the invoice, then select View. 

5. Review invoice edits as appropriate, such as adjusted amounts and amounts written off. 

6. You can view the approvals required for the invoice in the bottom right.

7. To approve the Invoice select Approve from the top right of the screen.

8. To reject the invoice for further amendments, select Reject, then enter a reason for the person processing the invoice. Then click OK. 

9. An alternative method of approving is to select the Tick button from the approvals list.  Select the red X to reject the approval. 

Bulk Invoice approvals

1. To view only invoices to approve and exclude other types (such as payment requests), add a filter and select Type, then tick Invoice.  Select Apply.  

2. To approve more than one invoice at a time, select the tick box located on the left of the invoices you wish to approve.

3. Click the drop-down menu from the Actions pop-up. Select Approve.