Approving Invoice Vendors Entered by Users

Approving Invoice Vendors Entered by Users

If an Invoice Vendor does not exist in Emburse Professional yet, an Accounts Payable User may add them while creating their Invoice Report. These Invoice Vendors need to be approved by a Emburse Professional Accountant before the invoice report can be processed. This article shows you, a Emburse Professional Accountant, how to approve an Invoice Vendor entered by an Accounts Payable User. 

  1. From the Home page, open My Processing Requests to view the queue.

    Home with My Processing Requests selected.

  2. Invoice Reports with a newly-entered Invoice Vendor will have the checkbox disabled to process from this screen. Select the status of the report to open it.

    My Processing Requests list with invoice rows awaiting vendor approval.

  3. Click Edit Invoice Vendor in the Details box. Attempting to process will present an alert at the top.

    Vendor must be approved alert with Edit Invoice Vendor in Details.

  4. Review the Invoice Vendor details and edit as necessary. Select the Approved box when finished. Click Next.

    Invoice Vendor Details with Approved checked before saving.

  5. The Change Analysis will determine if it is safe to make the change. Click Next.

    Edit Invoice Vendor Change Analysis step with Next to save changes.

  6. The approved Invoice Vendor is added to the Invoice Report, and the Invoice Report is ready to be processed.

    Approve Invoice Report ready to process with approved vendor and line item.

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