After an invoice has been fully approved, it is highly recommended that you run validations against it before sending it off for payment. For example, you may want to validate that the sum of all allocations equals 100% or that the invoice maps to an Office Record containing an Accounts Payable ID. While the specific validations that should be performed will vary from client to client, the primary goal is to catch any data issues that may prevent an Accounts Payable Team from paying the invoice.

The environment does not provide any pre-configured invoice validations – these must be configured into the Invoices App for each implementation. It is a best practice to run validations during the Approved Phase. When an invoice fails its validations, it should be configured to move to the Held Phase, where notifications of missing data or errors should be sent to the appropriate Participants, asking them to resolve any issues. In many cases, you’ll want to add a Resubmit Button for end-users to click after they fix a “held” invoice (clicking this Button should re-run any validations).