Processing Invoice Reports

Processing Invoice Reports

Like expense reports, Invoice Reports in Emburse Professional will route through approval to be processed. As an Invoice Accountant, you will receive an email advising you that an Invoice Report has been submitted for processing. This article shows you, an Invoice Accountant, how to process Invoice Reports.

  1. From the Home page, open My Processing Requests.

    Home with My Processing Requests selected.

  2. Open the Invoice report by clicking on the status.

    The Processing Queue may hold both expense and invoice reports, if you have permission to process both. Invoice reports will note the Due Date.

    status with Due Date selected.

  3. Review the Invoice report details and take any needed actions via the Other Actions menu. Other Actions include the options below. Click Process Report.
    • Add Note
    • Inquire
    • Split Invoice
    • Disapprove
    • Edit Invoice
    • Delete Invoice

      • Delete Invoice on Emburse Professional.

  4. The Processing Wizard will take you through a few steps. Click Next.

    Process Reports wizard step 1 with invoice report selected.

  5. Select a processing date. Click Next.

    Process Reports wizard step 2 with Processing Date entered.

  6. Confirm the Invoice report(s) to be processed. Click Next.

    Process Reports wizard confirmation with selected invoice totals.

  7. The reports are then processed.

    Process Reports wizard completion message that selected reports were processed.

As an Invoice Accountant, you are not required to open individual invoice reports for review. Invoice Reports may be processed in a batch from the Processing Wizard screen by selecting the reports and clicking Process Reports at the bottom. 

My Processing Requests batch view with reports selected and Process Reports.

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