When an invoice is rejected by an approver via an approval flow or from the Finance area, the invoice can be reviewed in the Rejected section (under the Invoices heading) of the Finance area.
Note:
Rejected invoices that had been uploaded from the My Invoices area will return to the Draft section within My Invoices and will not be available to view from the Reject section in Finance.
If you cannot locate the invoice you'd like to review, you can use the Filter option to help you.
How to view the rejection reason
To view the rejection reason entered by the approver, click on the invoice line to expand it; the system will display the rejection reason, as well as flag any existing policy issues.
How to manage a rejected invoice
To manage the invoice accordingly, click the Edit icon against the invoice to edit it, or click the three dots icon and select the relevant option from the drop-down.
Review - review the invoice details and make any changes as required. Once reviewed and amended, you can resubmit the invoice via this option.
Add Note - add any additional notes to the invoice, which will display in the invoice history.
Attachments - add any additional attachments to the invoice.
View History - view the history of the invoice and any notes added to the invoice.
Policy Result - view the policy checks completed from the last invoice submission.
Delete - delete the invoice if it's no longer required.
How to export rejected invoices
You can export your rejected invoices to a CSV or PDF export format by ticking the checkbox(es) next to the relevant invoice(s) and clicking the Export button at the top of the page.
