Once an invoice has completed the approval process, the final stage is the accounting review. Certify 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 Certify AP Accountant, how to approve an invoice with accounting review.
Step 1: On your Certify AP Dashboard, click Accounting Review.
Step 2: This is your Approval Inbox. Click the Accounting Review tab to see the invoices that need your review.
Step 3: Click the invoice to open the details and review.
Depending on your company preferences, you may see Quick Approve. If you'd like to approve the invoice without opening it, click the checkbox and then click Quick Approve.
Step 4: This is the Invoice Details page. Click the plus icon next to Invoice Header to view further details.
Step 5: From here, you can view any attachments uploaded to the invoice, view the approval chain, any comments, and view more detailed invoice information.
Step 6: Click the minus icon to minimize the invoice header.
Step 7: To expand a line item to view the details, click the plus icon.
Step 8: From here, you can change the Quantity, as well as edit the Department, GL, and Project. Additionally, you can view an attachments uploaded to the invoice, view the approval chain, and view more detailed invoice information.
Step 9: To minimize the details of the line item, click the minus icon.
Step 10: To view any comments the submitter has made or to enter your own comments, click View/Edit under the Comments column.
Step 11: There are three methods to mark line items under the Actions column:
- Check Mark: Approves the line item
- Question Mark: This indicates that you need to review this line item later.
- X: Rejects the line item and notifies the submitter.
Individually approve, send for review, and reject expense lines by clicking the icon to the right of the item.
Step 12: There are four methods to continue:
- Close: Saves your progress on the invoice and sends you back to your approval inbox.
- Reset: Resets any changes you've made to the invoice and resets the fields to their original status.
- Save: Saves your progress on the invoice but keeps you on the current page.
- Process: Moves the invoice further in workflow.
Step 13: Click Process.
Step 14: 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.