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Version: Current

Approve my first invoice

Goal: Approve one of the invoice in your requests submodule​

Time: 1 minute
You'll need: An invoice in your requests submodule
Outcome: A successfully approved invoice

Step 1: Open the requests submodule​

  1. In the modules menu, click Purchasing
  2. Click Requests

Finding an invoice to approve

Step 2: Find the invoice to approve​

  1. Find the invoice you want to approve
  2. Click on the invoice to open it

Finding an invoice to approve

Step 3: Review the invoice details​

  1. Check information against the original document:
    • Invoice number
    • Supplier name
    • Invoice amount
    • Invoice date
  2. Check that the line coding is accurate

Reviewing invoice details

Step 4: Approve the invoice​

  1. After reviewing all details, click Approve
  2. The invoice will move to the next approval step or the next processing stage

Approving the invoice

Success!​

You've successfully approved your first invoice!

The invoice will now move to the next step in your organization's approval workflow. If you were the final approver, the invoice will proceed to the next processing stage.

Tips and tricks​

  • Review all invoice details carefully before approving
  • You can use the document chat function if you have questions before approving
  • If you receive approval requests by email, you can approve directly from the email notification