Approving an Invoice for Accounting Review

Once an invoice has completed the approval process, the final stage is the accounting review. Emburse Professional AP users with the accounting review permission will receive an email when an invoice has been submitted for their approval.

This article will show you, a Emburse Professional AP Accountant, how to approve an invoice with accounting review.

1. On your Emburse Professional AP Dashboard, click Accounting Review.
2. This is your Approval Inbox. Click the Accounting Review tab to see the invoices that need your review.

   

3. Click the invoice title to open the Invoice Details page and review.

   Depending on if your company has Quick Approve enabled, you may see the Approve Selected button. Click the checkbox to the left of the invoice and click Approve Selected if you'd like to approve the invoice without looking at the details.

   

4. This is the Invoice Transaction Details page. From here, approvers can view any attachments uploaded to the invoice. Click the View Details button to view the approval chain, comments, and additional invoice information. 

   

5. Click on a line item to view the line item details.

   

6. From here, approvers can change the Quantity, as well as edit the Department, GL, and Project. Additionally, approvers can view an attachments uploaded to the invoice, view the approval chain, and view more detailed invoice information.

   

7. To view any comments the submitter has made or to enter your own comments, open the Comments tab in the Line Item Details window.

   

8. There are three methods to mark line items under the Actions column:

   

   • Check Mark: Approves the line item
   • X: Rejects the line item and notifies the submitter.

   Individually approve and reject expense lines by clicking the icon to the right of the item.

   

9. There are four methods to continue:

   

   • Budget Report: Creates a Project Budget Report. 
   • Reset Changes: This will undo any changes made to this invoice and reset them to the original values entered.
   • Process: This allows approvers to send the invoice further in workflow if approved, or back to the submitter if rejected.
   • Process and Pay - If your company is configured to use external payment (NACHA, CertifyPayment, B2BPayment), this is used to approve those invoices.
10. You'll be brought to the Check Request. This has all of the invoice information. To print the check request for your records, click Print the Check Request.