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Just like expense reports, Invoice Reports will route through approval for processing. This article shows you, a Certify Manager or Executive, how to approve Invoice Reports.
Step 1: From the Home screen, open My Approval Requests.
Step 2: Open the Invoice Report by clicking on the status.
Please Note: The Due Date column applies only to Invoice Reports. The Employee column will also show the Vendor for Invoice Reports.
Step 3: Review the Invoice Report details and take any needed actions via the Other Actions menu. Other Actions include:
- Add Note
- Inquire
- Edit Invoice (as with expenses, your organization will have the choice of granting or restricting edit rights to approvers)
- Split Invoice
- Disapprove
- Disapprove Report
Step 4: Approve the invoice line using the green checkmark or Approve All button.
Step 5: Select Submit for Payment.
Step 6: Enter optional comments, and click Submit at the bottom of the email preview.
