Approving Invoice Vendors Entered by Users

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

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

Step 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. 

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

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

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

 

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

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