Approving an Invoice in Emburse Professional AP

Approving an Invoice in Emburse Professional AP

Once you've received products from a vendor, employees will submit the invoice internally. These invoices need to be approved by their designated approver in Emburse Professional AP.

This article will show you, a Emburse Professional AP Approver, how to approve an invoice.

  1. On your Emburse Professional AP Dashboard, click Invoices.

    Approvals Needed dashboard with Invoices tile highlighted.

  2. This is the Approval Inbox. Click the Invoices tab to view what invoices have been submitted for approval.

    Approval Inbox with Invoices tab selected.

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

    Invoices list with checkbox selected and Approve Selected.

  3. Click the invoice to open the Invoice Details page.

Invoice Details

On the Invoice Details page, view any attachments uploaded to the invoice, the approval chain, any comments, and more detailed invoice information by clicking View Details. 

Invoice Details with attachments, approval chain, and View Details.

To open an expense line to view further details, click on a line item. 

Invoice Details expense line items table.

A popup window appears. From this screen, approvers can edit the GL and the Project as well as see additional invoice information.

Line Item Details Allocations tab with GL and Project fields.

Open the Comments tab to see if the submitter has entered any internal comments. Approvers can also enter internal comments here.

Line Item Details Comments tab with internal comments.

Approvers have two methods for handling line items:

Invoice line items with approve-all and reject-all column headers.

  • Check Mark: Approve all expenses.
  • X: Reject all expenses and send them back to the submitter.

Alternatively, approve/reject individual expense lines by using the icons to the right of the line item.

Be sure that each expense item has been approved, questioned, or rejected before continuing.

Invoice line items with per-line approve, question, and reject icons.

Approvers have a few different methods to continue:

More Actions menu on Invoice Details with Process option.

  • Route to Approver: This gives you the ability to send the requisition to another approver to review.
  • Budget Report: Creates a Project Budget Report. 
  • Reset Changes: This will undo any changes made to this requisition and reset them to the original values entered.
  • Process: This allows approvers to send the requisition further in workflow if approved, or back to the submitter if rejected.

Click Process. Approvers are sent back to the Approval Inbox. 

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