If you're an approver for the Invoicing module, you can approve and reject purchase requests sent to you for approval from the Invoicing Approval area.
To approve or reject an invoice, follow the steps below:
1. In the Invoicing module, go to Approval > Awaiting Approval (under the Invoices heading).
2. Click the invoice line to expand it and see the full details. You can use the Filter option to help search for a particular invoice.
Note: Any policy issues will be displayed against the invoice. You'll also be able to view the invoice's History and any Attachments.
3. Click the three dots icon next to the invoice, then select Approve or Reject from the drop-down.
Note:
If your Account Administrator has enabled the setting, you'll also see an option to Redirect Approval, which allows you to redirect the invoice to another Approval Flow if required.
If your approval flow allows you to edit an invoice awaiting approval, you'll see the Edit icon next to the invoice, or Edit in the drop-down when clicking the three dots icon, to make any changes before approving it.
You will also see the option to add or view any invoice attachments, add any notes or view existing notes via the View History option.
