The option to approve an invoice only appears if you are assigned as a reviewer and it is your turn to review. To quickly check for invoices that are pending your review, click on Invoices from the My Items section of your dashboard.
Note: These User Guides will be updated as more features are added and revised. Check in frequently for more information.
To view the details of an invoice, click on the hyperlinked invoice number from the My Invoices tab. Make sure to switch to the Lines tab from the details page to verify the information/amounts before moving forward. Click here for details on navigating the details page.
NOTE: If you need to adjust any line items before approving the invoice, click here for instructions.
From the Reviewers section on the right side of the General tab, click Approve.
NOTE: If you do not see the Reject/Approve buttons, this means that you are either not assigned as a reviewer or it is not your turn to review. For more information on how to assign or view reviewers on an invoice, click here.
Approving an invoice will move the invoice to the next assigned reviewer's queue or end the review cycle if no other reviewers are assigned. If you need to revert the status of the invoice to Received for additional adjustments or further review, click Unapprove from the details page.
