The option to reject 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.
You can view the details of an invoice by clicking on the hyperlinked Invoice Number from the My Invoices tab. Make sure to switch to the Lines tab from the invoice details page to verify the information/amounts before moving forward with a rejection. For more information on navigating the invoice details page in Unity eBilling, click here.
How to Reject an Invoice
From the Reviewers section on the right side of the General tab, click Reject.
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.
Find/select a rejection reason from the dropdown in the window by scrolling through the list or typing in a keyword to filter the options. This is a pre-defined list of rejection reasons managed by admins in your environment.
You can enter other notes/comments for the vendor in the Additional Details field if you need to clarify why an invoice is being rejected or specify the action that is needed to get it approved. Click Reject in the bottom-right corner when finished.
Rejecting an invoice will end the review cycle and it will not appear in the review queue of any other assigned reviewers. If you need to revert the status of the invoice to Received status and resume the review cycle, click the Unreject button from the details page.
