Approving scanned invoices

The approval process works the same for scanned invoices as for manual invoices. Scanned invoices come into the DocumentInterfaceInvoice tables and are interfaced into the PayablesInvoiceTables.

After invoices are scanned into the system, they are routed for approval if routing rules apply to the invoices.

  1. Scan invoices into DocumentInterfaceInvoice, DocumentInterfaceDistribution, and DocumentInterfaceDetail in match details.
  2. Interface into PayablesInvoice, PayablesInvoiceDistribution, and PayablesInvoiceDetail in match. This list shows the invoice options:
    • Submit For Approval if the invoice matches a routing rule
    • Release if the invoice does not require approval
  3. When interfacing from scanned invoices, you have the option to automatically submit for approval when interfacing.

    These are the setup requirements for approvals when invoices are scanned:

    • Approval Codes: Defines who approves invoices
    • Approval Routing Rules: Defines which invoices require approval and the approval code to assign
    • Process Flow: In Service Definitions you must link the InvoiceApproval flow to the InvoiceApproval service if you are using the delivered process.