Submitting invoices for approval

An invoice must be submitted for approval after it is created. Approval depends on the rules that are set up. All invoices that have not been routed for approval can be viewed on the Unsubmitted tab.

  1. Select Manage Invoices.
  2. On the Unsubmitted tab, select an invoice.
  3. Click Submit For Approval.
    Note: If an approval routing rule is applicable to an invoice, then the Submit for Approval button is available. Routing rules must be defined first.
  4. Verify whether the invoice routing is correct. The Auto Approve or an Approval Code value is from the Routing Rule, but can be changed.
  5. Click Submit.