Step 3: Submit for Approval
Once you have reviewed the extracted data and completed all necessary coding for the non-PO invoice, the final step is to submit it for approval.
Steps:
- Final Review: Quickly double-check the header, line items, coding, and totals one last time for accuracy.
- Add Attachments/Notes (Optional): If needed, add supporting files via Related Attachments or leave comments for approvers using the Chat function.
- Submit: Click Save and Submit.
What Happens Next?
The non-PO invoice enters your organisation's specific approval workflow, which might differ from PO-backed invoices. Its status will change to Approval (or similar), and it will be routed to the designated approver(s) based on your company's rules (often based on amount or department coding).
End of Tutorial
You have successfully processed a supplier invoice without a purchase order!
Related How-To Guides:
title: Step 3 - Submit for Approval description: Submit the fully coded non-PO invoice for the necessary approvals. slug: /product-guide/ap-clerk/process-non-po-invoice/step-3-submit sidebar_label: 3. Submit
Step 3: Submit for Approval
Once you have reviewed the extracted data and completed all necessary coding for the non-PO invoice, the final step is to submit it for approval.
Steps:
- Final Review: Quickly double-check the header, line items, coding, and totals one last time for accuracy.
- Add Attachments/Notes (Optional): If needed, add supporting files via Related Attachments or leave comments for approvers using the Chat function.
- Submit: Click Save and Submit.
What Happens Next?
The non-PO invoice enters your organisation's specific approval workflow, which might differ from PO-backed invoices. Its status will change to Approval (or similar), and it will be routed to the designated approver(s) based on your company's rules (often based on amount or department coding).
End of Tutorial
You have successfully processed a supplier invoice without a purchase order!
Related How-To Guides: