Invoice Automation - Accountant Workflow - Review Non PO Invoices for Approval

Changes Coming Soon

Keep reading for a sneak peak at exciting new Invoice Automation Improvements.

What Are We Trying to Accomplish?

Users identified as a member of an approval group will be notified via email when an invoice is ready for review.  Approval groups members will review the Non-PO invoice and either approve or reject the invoice.  Approvals are required to voucher Non PO Invoices through SourceDay.

How Do I  Review Non PO Invoices for Approval?

Invoices ready for review will be on the Non-PO tab with the status of Seeking Approval.

Pro-Tip:

By setting the status filter to "Seeking Approval" and toggling on the "Where I'm the Approver" button, you can quickly get to a limited results set to see only items currently needing your approval.

1.  Click on the lightning bolt on the invoice line you are ready to review to open the Action Menu and

select Review Invoice.

2.  Review the Invoice and select Approve Invoice or Reject Invoice.  Approved Invoices will be ready to submit to the ERP and Rejected Invoices will be sent back to the Account to edit.  You must provide a reason for the rejection in the open text box.   

3.  Once Approved, you or the accountant can select to submit this invoice to the ERP for payment.  This action will be available from the Action Menu.  Alternatively, you may also select Cancel Approval Process if an error was made.  *Note: If you are part of a Chain of Approval then all approvers must approve the invoice before it can be submitted for approval.  

Changes Coming Soon

1.  Select the lines with "Seeking Approval" by clicking on the open box on the Invoice to open the Action Menu.

2.  From the Action Menu select Review Non PO Invoice

3.  Review the Invoice Details in the window that pops up.  Then make your decision.  

Approve - Approves the Invoice and allows the invoice to be submitted to your ERP

Hold - Keeps the invoice in a Seeking Approval status (very helpful when reviewing multiple invoices simultaneously 

Reject - Updates the Invoice Status to Reject and allows the user to void or update the Invoice if need

Keep Learning

• Understanding the Non PO Approval Process
• Setting Up GL Codes, Payment Terms, Approval Groups
• Editing a Non-PO invoice 
• Uploading Non-PO Invoice
• Moving a PO Invoice to a Non-PO Invoice