Reviewing and modifying payment information

If a document includes payment information from your external Accounts Payable system, you can review or modify the payment information details. Based on your company configuration, different fields are displayed. In some fields, you can specify modifications based on the configuration.

  1. Click the Inbox.
  2. Click the Documents for Review tab.
  3. Click the expense item or option.
  4. Click Payment Info on the Summary tab. The payment details such as the expense paid date, the payment amount, and the cheque or the voucher number are displayed.
  5. Review or update information, as appropriate.
  6. Click Save, or Click Cancel to exit without saving your modifications.
  7. Click Approve to send the payment request to the next step in the workflow.