Finance users can view invoices awaiting approval, redirect an approval and send approval reminders from the Awaiting Approval section of the Finance area by following the steps below:
1. In the Invoicing module, go to the Finance area.
2. In the Invoices section, click the Awaiting Approval subheading.
All awaiting approval invoices for all users will display in this section.
What can you do in this section?
Filter invoices - you can narrow down the results by clicking Filter.
Using the Search field, you can search by invoice reference, supplier or amount.
View individual invoices - you can click on an invoice to view the details.
Against each invoice, click the three dots icon to reveal the following options:
Add Note - to add any further notes to the invoice prior to approval. Any notes can be viewed under the invoice history.
Attachments - to view or add any further documentation necessary for approval.
Redirect Approval - redirect the invoice to another Approval Flow.
Recall - to return the invoice to the Invoices Draft section for amendments or for deletion.
Approve - approve the invoice on behalf of the listed approver (only available if the Additional Setting in Admin is enabled).
Reject - reject the invoice on behalf of the listed approver (only available if the Additional Setting in Admin is enabled).
View History - view the history of the invoice.
Policy Result - view any policy checks completed as part of the invoice submission process.
Download invoices- you can download your users' awaiting approval invoices to a CSV or PDF file by ticking the checkboxes next to the invoices, clicking Export and selecting Export All or Export Selected from the drop-down and selecting a desired export format.
Send approval reminders - you can send an approval reminder email to the listed approver by ticking the checkbox(es) next to the relevant invoice(s), then clicking Actions > Send Reminder.
