Reviewing or changing payment request information as an auditor

The payment request details can be reviewed or edited by an auditor, based on your company configuration.

  1. From the Inbox, click the Documents for Review tab.
  2. Click the payment item or the icon .
  3. On the Items tab, click a payment type. The payment request details such as the payment type, unit price, and the total price are displayed. According to your company configuration, different fields are displayed. For some of the fields, you can specify modifications based on your configuration. You can modify the accounting codes, charge code allocations, or accept or reject exceptions on this page.
  4. Review or update information, as appropriate.
  5. To review an invoice, click the Invoice tab.
  6. Click Edit Invoice Header. Based on your company configuration, different fields are displayed.
  7. To review payment information such as the vendor payment date, the amount, and the cheque or voucher number, click the Payment tab.
  8. If the Edit tab is visible, you can edit the payment information. Based on your company configuration, different fields are displayed.
  9. Click Save or click Cancel to exit without saving your modifications.